Amy Williams Maxwell

2 months ago | citywire.com | Amy Williams Maxwell

2025 will likely be volatile for global bond markets, shaped by Donald Trump’s economic policies, rising inflation and geopolitical tensions. While bond yields are more attractive after years of low rates, challenges such as inflation and supply chain disruptions remain. Strategists, including Thomas Hibbert, highlight the impact of tariffs and fiscal policies on Treasury yields and market performance. Despite economic uncertainty, bonds are a valuable diversifier in multi-asset portfolios.

2 months ago | citywire.com | Amy Williams Maxwell

The art of managing a multi-asset portfolio is a continual process of harmonising diverse assets. Like a composer refining their masterpiece, the multi-asset manager’s role is to blend assets that complement one another and are in sync with the prevailing investment environment. This In Focus explores the symphony that multi-asset managers are currently composing and how advisers are using multi-asset strategies as part of the broader orchestra of client options.

Nov 13, 2024 | citywire.com | Amy Williams Maxwell

In a volatile global macroeconomic and growth environment, alternatives and private markets are increasingly emerging as the next major focus for the asset management industry. However, many questions persist. How are UK wealth managers integrating these diverse and sometimes opaque strategies into their portfolios? Private equity is becoming more accessible through new fund structures, but is the wealth market embracing this shift?

Nov 6, 2024 | citywire.com | Amy Williams Maxwell

Like gaming avatars, we all have limited energy points. In the consumer duty era, financial planners need to focus their finite reserves on client relationships, and outsourcing investment management to a discretionary fund manager (DFM) frees up valuable time for that. In this landscape, our supplement examines how DFMs are upping their game with enhanced propositions and strengthening their ‘two-player mode’ partnerships with advisers.

Nov 5, 2024 | citywire.com | Amy Williams Maxwell

ETFs have moved into the mainstream over the past decade, as wealth managers and advisers have adopted passives into client portfolios. In ETFs in Focus, we discuss how the industry is likely to evolve from here, particularly as concentration risk rears its head in US and global indices. We ask wealth managers and advisers how they are allocating to ETFs and harnessing their benefits for clients. And finally, we look at what is in store for the nascent active ETF market.