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Author Archive for David Vickers


Confessions of a portfolio manager: Preparing for a market crash

Crashes exist precisely because they are unexpected. Today David confesses that trying to predict and time the precise future is somewhat futile. We know only one future will come to pass, but as we sit here today many are possible. Only one future will come to pass, but many are possible   Prepare, don’t predict

July 26, 2018 Categories: Investment Strategy, Multi-asset
multi-asset

What’s the investment landscape looking like for multi-asset?

In this video David Vickers, Senior Portfolio Manager, discusses the current investment landscape for multi-asset. He discusses H1 2018, recession probabilities and Brexit. Related posts 2018 Global Market Outlook – Q3 Update Multi-Asset: Why we use derivatives to manage risk Q2 Fixed Income Survey – the U.S. growth domino effect David Vickers – Senior Portfolio

Confessions of a portfolio manager – #2

Confessions of a portfolio manager: News and how it influences investing

When is news noise? Today, David confesses that knowledge is power, but admitting when you’re not the expert is key. He looks at the US-China trade war tensions as an example of how news can influence investment behaviour. There is such a thing as too much information – knowledge is power, but knowing everything about

Apr 4, 2018 Categories: Investment Strategy, Multi-asset

Confessions of a portfolio manager: Behavioural bias

Having been through several bear markets, David has his fair share of scars. As such, he openly admits to being a cautious investor. Today, David prepares for the future by looking beyond simply beating the benchmark – he seeks to mitigate drawdowns and exploit the power of compounding.   Confession #1: I am beset to

Mar 15, 2018 Categories: Investment Strategy, Multi-asset
Market volatility - multi-asset approach

Why a dynamic multi-asset approach matters during volatile markets

We didn’t know 5 February would be the day. No one did. But for the past year, we’ve espoused the benefits of managing risk, rather than taking risk.    On that day, the Dow Jones Industrial Average plunged 1,175 points,1 marking an exceptionally volatile day for financial markets around the world. The 4.6% drop was

Feb 9, 2018 Categories: Market Updates, Multi-asset
Why downside protection may matter more than upside growth

Why downside protection may matter more than upside growth

Senior Portfolio Manager of the Multi-Asset Growth Strategy discusses the key concepts behind downside protection. A multi-asset approach to investing can efficiently employ downside protection in order to smooth the path towards securing an investor’s financial objectives.   The power of capital preservation   The global macroeconomics and geopolitical outlook remains uncertain, suggesting that an

Jul 27, 2017 Categories: Investment Strategy, Multi-asset

Multi-Asset Investing: Dynamic Asset Allocation

Truly dynamic allocation is one of the hallmarks of a successful multi-asset portfolio. In this short video, Senior Portfolio Manager David Vickers discusses dynamic allocation within our MAGS Funds, using topical examples to explain our approach. In particular, David focusses on the following questions: What assets are considered for a dynamically managed portfolio? What have

Oct 26, 2016 Categories: Investment, Investment Strategy

Practical examples of using signals from our 2016 market outlook

The aim of any market outlook, like Russell Investments’ 2016 Global Outlook, is to help you identity market signals from the plethora of market noise.Ironically however, given the large number of market outlook documents hitting your in-box, translating the differing views from differing specialists into action that is relevant for can be just as challenging.

Jan 19, 2016 Categories: Investment, Markets

Four investment views that might be in your portfolio, and why you probably shouldn’t take them all

It’s still a central banker’s world in 2015, but much of the chatter is, on balance, fairly upbeat. The US looks to be at the start of a reasonably robust recovery, and the UK doesn’t seem far behind. Most commentators are optimistic that QE in Europe will deliver the required shot in the arm, and

Mar 19, 2015 Categories: Investment Strategy, Markets

Downside protection isn’t a free lunch!

Nothing in life comes for free (well, except things like oxygen and the Metro). But my point is that most things that look too good to be true usually are, and there is often a downside to every upside – and vice versa. The same is to be said for put protection strategies. Option strategies

Aug 27, 2014 Categories: Investment Strategy

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