Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground
Fund Managers

M&G reports huge appetite for multi-asset solutions

‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

Principal Global Investors senses opportunity amid sub-advisory surge
The bulk of Principal Global Investors’ future growth will come from HNW individuals, says Nick Lyster who runs the US firm’s European operations, with private banks’ renewed appetite for sub-advisory partners a prime target
Dig deeper to unearth cream of funds crop
It is not always possible to carry out full in-depth due diligence on a portfolio manager, but it is essential that advisers go beyond merely screening past performance before recommending funds to clients

Big-brand mindset has all of MFS playing same tune
MFS has become one of the fastest growing asset managers, spreading out from its US heartlands into Europe and beyond. But its distribution chiefs admit more could be done to bolster the firm’s brand

Durability of multi-affiliate model holds sway at Natixis
Natixis is keen to expand away from its US and French heartlands, says distribution chief Matt Shafer, and hopes its multi-affiliate model will find favour in Asia and the UK

Innovation adds sparkle to Perrier’s fund factory at Amundi
Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

Templeton’s Mark Mobius focuses on bigger picture
Emerging markets veteran Mark Mobius discusses uprisings, Sharia investments and what the future might hold for China

Widening the net to make commodities pay
Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index

La Française strives to make equities more palatable
Nervous investors are wary of making the jump from bonds to equities, says La Française’s Patrick Rivière, but regular dividend payouts and exposure to emerging markets can help settle nerves
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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