Square Mile – A Spotlight On: Investing in alternatives
The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effectiveness of the traditional 60/40 portfolio and looking to other areas of the market for diversification, namely alternatives.
Fulcrum wins best ESG Investment Fund (Climate-Alignment) at 2023 ESG Investing Awards
Fulcrum Asset Management (Fulcrum) is delighted to announce that its climate change fund has won the Best ESG Investment Fund, in the Climate Alignment thematic fund category at this year’s ESG Investing Awards.
In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum's Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
Sustainability integration important to overwhelming majority of investors
To coincide with Good Money Week, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.
60/40 no longer suitable according to professional investors
40% of professional investors believe the traditional 60/40 portfolio is no longer suitable, according to a survey of professional investors by Fulcrum Asset Management. A further 24% believed that the strategy “needs to be reviewed”, while in contrast 36% believed it still had a strong future.
Markets riskiest since quantitative easing say investors
Nearly four in ten professional investors (38%) believe that the current level of risk in markets high with 23% stating ‘somewhat high’ and 15% very high, according to a survey carried out on behalf of Fulcrum Asset Management.
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