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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$53.1bn
Multi-asset assets under management

vd-icon_People_3_Group v3

18
Multi-asset investment
professionals

vd-icon_Bulleye_Target v3

22
Average years’
experience

As at December 31, 2024.

$53.1bn
Multi-asset assets under management

18
Multi-asset investment
professionals

22
Average years’
experience

As at December 31, 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

A rotation opportunity in tariff-driven volatility

Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.

Trump, tariffs, and the dollar’s role as reserve currency

The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.

Liberation Day – The tariff man cometh

Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?

Advisor insights
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