Fundamentally different: An alternative approach to multi-asset investing

Multi-asset investing in its various guises has very much become the norm within the world of investment management during the last decade or so. It started out by combining equity exposure with fixed income but has broadened out down the years to incorporate commercial property, listed infrastructure and commodities. More recently, it might now include exposure to leasing vehicles or insurance-linked strategies, for example. Researching such a wide array of investments is, of course, a challenge and is one reason for the trend towards dedicated research teams. A greater challenge tha...