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Managing Director and Portfolio Manager, BlackRock Global Multi Asset Income Fund
Commentary by Justin Christofel
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Market volatility: how to react?
Reshaping multi-asset portfolios for volatile times As multi-asset managers, we walk a fine line. We aim to protect our investors but at the same time be mindful that opportunities emerge when markets are less rational.
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Market volatility: how to react?
What opportunities lie amongst these unpredictable markets?
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Forget the Fed: It’s what the bond market thinks that’s important
When it does come, a marginal increase in the federal funds rate won’t change one of the key investment themes of the last decade: the hunt for income.
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Bonds behaving badly
Bonds have traditionally been used to diversify portfolios, protect against volatility and provide a decent, relatively low-risk income. But higher correlations with stocks, more volatility and incredibly low yields places these outcomes in doubt. Where can investors turn?
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Three tough adviser questions
Each year I speak to hundreds of advisers. And, whether they’re in Boston or Birmingham, they ask me some tough questions.
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Freedom Day: Lessons from the US
Pension Freedom Day is finally here. Justin Christofel offers lessons from the States on life without annuities.