The Investment Asset
Covering everything from changing macro-economic trends and market insights from around the globe, to performance updates and key portfolio literature.
Latest investment insights
Bringing you the latest fund manager insights, performance analysis and portfolio management direct from our team of experts.
A bird’s eye view of credit markets
As inflation falls and UK interest rates reach post-financial-crisis highs, fixed income assets are finally offering attractive returns. In light of this, our Head of Investment Research, Paul Angell, explains how investors can assess their options across credit markets, high yield funds, and investment grade bonds.
You’ll also gain insights into:
- two risk factors affecting the prospective return profile of corporate bonds;
- how credit risk compares in high yield funds;
- how we’re exposed to high yield across our portfolio risk profiles; and
- two active funds the Investments Team uses to access the credit markets.
Is this the ‘year of the dragon’ for China?
Keeping it neutral as high interest rates drive markets
Volatility and inflation breed further uncertainty
Don’t be too passive about passive investing
Issues remain for index-linked gilts
Complementary whitepaper
Longer-term inflation expectations have fallen since the start of 2022, presenting challenges for those looking to buy index-linked gilts directly. We explore more of the questions around index-linked gilts, including analysis of:
- passive and active funds and ETFs;
- buying directly;
- inflation expectations; and
- problems at short maturity.
Investment Outlook 2024
Complementary report
We gathered some of the UK’s leading investment professionals together and asked them what the year ahead has in store for markets. The answers can be found in our Investment Outlook 2024, which also features opinion and analysis on a range of topics, including:
- the opportunities that lie in U.S. markets;
- Treasury Inflation-Protected Securities;
- avoiding short-term traps in European equities;
- the long-term power of intangible assets; and
- much more.
AJ Bell Funds and Managed Portfolio Service performance
Q1 2024 – market and economic insight
Our Head of Investment Solutions, James Flintoft, looks at the performance of UK and global markets throughout the last quarter, and examines their impact on the AJ Bell Funds and MPS portfolios.
Read the full commentary for Q1 2024, including sections on:
- the fixed income market;
- the equities market;
- the alternatives market; and
- an updated outlook for 2024.
Key portfolio documents
AJ Bell Funds and Managed Portfolio Service quarterly reports
The latest reports are now available for you to download:
AJ Bell Funds
Managed Portfolio Service
- PASSIVE MPS
- PASSIVE INCOME MPS
- MONEY MARKET MPS
- ACTIVE MPS
- ACTIVE INCOME MPS
- PACTIVE MPS
- RESPONSIBLE MPS
If you’re looking for more information on our AJ Bell Funds and MPS portfolios, such as adviser and client guides or FAQ documentation, view our full range of literature.
AJ Bell Funds quarterly reports
MPS quarterly reports
Commitment to costs
Product performance
AJ Bell Funds factsheets
MPS factsheets
AJ Bell Funds portfolios
MPS portfolios
Broaden your investment strategy in 2024
Whatever your clients’ needs are, we have investment options to suit them.
Fundamentals
Following some rigorous research and in-depth meetings with underlying fund managers, the AJ Bell Investments Team has made a number of changes to the Fundamentals list in recent weeks.
In this Q4 2023 update you'll discover:
- Details of the changes in Fundamentals
- Meeting notes
- Fundamentals reports
- More news from the team
Strategic asset allocation
As we look forward to the year ahead, we’ve updated the asset allocation in our AJ Bell Funds and MPS to reflect the opportunities that exist.
Strategic asset allocation – Q&A
Strategic asset allocation 2024 brochure
Another year of flux
Upcoming events with the Investments Team
'On the Road' spring tour
Our ‘On the Road’ tour brings expert speakers to cities across the UK, covering topics like the investment markets, regulation and technical issues.
Various locations
15 May - 13 June 2024
Webinar – Bonds are back!
Join Investment Director Ryan Hughes as he explores the current risks and opportunities in investment markets, looks back at recent events, and predicts potential future movements.
Online webinar
25 April 2024
Investival 2024
Investival is more than just an investment conference. It’s a place to learn from experts, lose yourself in great music, and relax with like-minded folks in an atmosphere like no other.
London
14 November 2024
Let's talk investments
Our investment professionals and Business Development Managers are here to answer any queries you may have when building effective investment strategies for your clients.
- Headshot
Andy Witter
RegionNorth West - Headshot
Billy Singh
RegionMidlands - Headshot
Greg Morton
RegionSouth WestBerkshire - Headshot
Kenny Boyd
RegionNorthumberland - NorthScotland and Northern Ireland - Headshot
Matthew Jonas
RegionNorth EastNorthumberland - South - Headshot
Michael Teetsun
RegionSouth of the River ThamesSouth East - South
