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Monthly fund commentaries

Our Managed Solutions fund range contains five MultiManager solutions each targeting different levels of risk and return. The Managed Solutions funds invest in funds managed by Old Mutual Global Investors. Here are the latest commentaries on each fund:

June 2017

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses Multi asset portfolios that have benefited from gains in European equities due to overweight position in asset class; how inflation in UK may rise further if new government pursues ‘hard’ Brexit and to help mitigate this risk, portfolios are underweight in UK government debt and biased towards financials, both stocks and bonds.

April 2017

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses positive macro-economic indicators in Europe, growth prospect in the US and emerging markets and multi-asset fund positioning regarding French elections and risk on stance.

March 2017

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses continued strong returns from equity markets, US interest rate hikes and the European political environment and reasons for reducing risks on portfolios.

February 2017

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses Emerging market's outperformance, reasons why the market is focussing on Trump's tax proposals and strong market returns and the rise of US Equity market.

January 2017

In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors talks about a number of geopolitical events from 2016 and the likely impact these will have in 2017, the team's key multi-asset philosophies and their strategy to continuously support investors and the outlook for 2017 including inflation, rising wages and the labour market, triggering article 50 of the Brexit vote, and the US bond market.

November 2016

See the latest video update from Anthony Gillham, Co-Director of Multi Asset Unit at Old Mutual Wealth. Anthony talks about how Trump's victory impacted emerging markets and UK Government Bonds, the measures taken to tactically position our Multi-Asset portfolios to stay ahead of target and events such as the Italian Referendum.

 

October 2016

The range of Multi-Asset investment solutions available through Old Mutual International products contains four multi-asset portfolios, called Compass Portfolios, each targeting different levels of risk. The Portfolios are managed by the Multi-Asset team at Old Mutual Wealth’s Investment Division. Here are the latest market commentaries from the multi-asset team.

July 2016

In his most recent video, portfolio manager, Anthony Gillham discusses the positioning, both before and after the UK referendum on the EU, of the multi-asset funds he manages, and gives his outlook for the rest of the year.

 

May 2016

See the latest video update from Anthony Gillham, Co-Director of Multi Asset Unit at Old Mutual Wealth.

Anthony explains how he is offsetting the continued weakness in equity markets in this low growth environment:

 

April 2016

March 2016

February 2016

January 2016

 

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