The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

We have come to define the period that followed the 2008 global financial crisis and continued until the Covid pandemic in 2020 as the era of quantitative easing (QE) – a period in which financial ...

Multi-asset allocation funds, which are designed to offer diversification by investing across different asset classes, have lagged precious metals funds across time horizons, an analysis by ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Mutual funds in 2025: Despite sharp swings and frequent reversals in capital markets during 2025, investor confidence in mutual funds stayed intact. Assets under management of open ended schemes ...

The world has always been an unpredictable place for investors, and it has become more so over the past five years. Digitisation is partly to blame. News can travel from one side of the planet to ...

This content was paid for by Newton Investment Management. For institutional investors only. Please read the important disclosure at the end of the document. We have come to define the period that ...