MULTI-ASSET

Comprehensive. Risk-aware. Specialised.

Our investment teams manage a range of global asset allocation strategies, applying a variety of lenses and risk management approaches.

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$53.5bn
Multi-asset assets under management

vd-icon_People_3_Group v3

18
Multi-asset investment
professionals

vd-icon_Bulleye_Target v3

21
Average years’
experience

As at September 30, 2024.

$53.5bn
Multi-asset assets under management

18
Multi-asset investment
professionals

21
Average years’
experience

As at September 30, 2024.

Diversification may offer a more efficient portfolio; theory and history suggest that a diversified portfolio would be expected to deliver a better return per unit of risk than a more concentrated portfolio will do. We strongly believe that any serious focus on wealth preservation or wealth accumulation should have a diversified portfolio at its core.

Featured strategies

JBALX

Balanced Fund

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Global Adaptive Capital Growth Managed Account

A global allocation portfolio informed by views on extreme market movements.

Global Multi-Asset Moderate Managed Account

Asset allocation model with global exposure to investment vehicles across equity and fixed income

Insights

Quick View: The Trump bump all over again

Donald Trump’s election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.

An options-implied analysis of the US presidential election – Part III

Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.

US election: Certainly uncertain

Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.

Advisor insights
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