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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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When markets move, risk profiles should not vary

The success of traditional ‘set and forget’ strategic asset allocation approaches rely on a very long-term investment horizon – but in the real world investors do not have an infinite amount of time to fully recover should markets go south. ‘Life happens’ which can suddenly shorten one’s time scale.

The risk and reward available within each asset class varies over time. In this video, our Co-Head of Multi-Asset Solutions, Kej Somaia, explains why a more dynamic asset allocation approach should be used to maintain a consistent risk profile as market conditions change, rather than focusing on keeping a fund within rigid asset allocation ranges

 

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