Justin Urquhart Stewart: Modern(er) portfolio theory

Despite sporting a look most people think went out of fashion somewhere circa 1989 and driving a 1964 Morris Minor Traveller, I like to think of myself as a modern man. I can find my way around the kitchen, sew on buttons (badly) and even put on a bit of make-up (only for my television appearances, naturally). While my wardrobe may not have gone through many makeovers in the last few decades, neither has much of the multi-asset sector. That said, you mercifully do not see too many multi-asset managers still wandering around in braces - although there are a few in bow ties, which are far ...