Portfolio Insight - Absolute Returns

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PORTFOLIO INSIGHT

Absolute return: Battle hardened

Absolute-return funds were in vogue following the financial crisis as cash-hungry pension schemes chased a specific return in a low-yield environment. The promise of low volatility also appealed. But it’s a different story today. Investors have pulled billions of pounds from such funds in recent years as performance has been disappointing. Quantitative easing didn’t help. Yet with a slowdown in the global economy predicted and central banks starting to unwind their balance sheets, do multi-asset and multi-faceted strategies have a role to play in institutional portfolios? We spoke to Newton Investment Management to find out what benefits such a strategy could bring.

Issue 00 | Month 2018 | portfolio institutional | 41

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