// Gatekeepers

15 Apr 2019 Gatekeepers in the mix (40-85%)

Gatekeepers tend to select single-strategy funds as building blocks in broader portfolios, so the presence of multi-asset funds on gatekeeper lists is usually to cater for one-stop shoppers on D2C platforms, for ISAs for example, or to satisfy the needs of smaller investments through advisers where they may be aimed (unfairly) at so-called less-sophisticated investors.

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26 Mar 2019 Gatekeepers and the North American sector

Proponents of the passive, index-tracking approach to equity investing often make their case ­­­by underlining the efficiency of stock markets. This is especially true of the US, where research and the speed with which information is translated into price movements can make stock selection a pointless exercise.

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08 Mar 2019 Gatekeepers and the Global sector

Having led the retail sales figures all year, perhaps it was no surprise that the Global sector was overtaken by a mixed asset sector in Q418. Plummeting equity values served to remind investors that stuff goes down as well as up – despite years of outstanding growth, investors took to more hand-wringing than perhaps a three-month downturn warranted. Global is the new black The attractiveness of the Global sector over the years – and the withering of the UK All Companies equivalent – reflects investors and their advisers’ increasing desire to leave decisions on geographical allocation to the manager. However, the sector...

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