multi asset

• How Do You Benchmark a Multi-Asset Fund?

  The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies

  
  

   

• Is net zero the next asset class?

  Transitioning to net zero will be anything but smooth. John Woods (Australian Ethical) and James Kingston (iShares) talk about the challenges ahead when positioning portfolios for net zero and whether that transition offers investment opportunities.

   

• Last time we had an inflation-busting rate-hike recession – shares surged! This Time is Different - or is it?

  "Nothing scares investors more than news of a ‘recession!’ But why? Recessions have mostly been good for Australian shares!" says Ashley Owen, "Contrary to the popular myth that recessions are bad for share markets, in the vast majority of economic ‘recessions’ in Australia over the past 150 years, the local share market has actually risen! "

• Strong stewardship delivers results - Multi Asset Category

  A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.