The Investment Asset
Your central hub for market insights, fund performance and strategic updates. Explore the latest analysis, literature, and events.
‘A focus on…’ – reports worth reading
Dive into in-depth analyses of key investment opportunities around the globe.
COMPLIMENTARY REPORT
A focus on… Equity long / short funds
Help your clients’ portfolios work smarter.
Learn how equity long / short funds can help you manage risk and diversification when markets are unpredictable.
Inside you’ll find information on:
- how these funds work, and why they matter;
- key risks and cost considerations; and
- practical examples from leading managers.
COMPLIMENTARY REPORT
A focus on… managed futures for diversified portfolios
Strengthen client portfolios with strategies that behave differently from traditional stocks and bonds.
Managed futures – like many liquid alternatives – aim to offer diversification.
This short report explains:
- how these funds aim to capture gains in rising and falling markets;
- why following trends can help when markets fall; and
- key risks to watch, including volatility targeting and asset breadth.
Explore the series
Stay ahead by browsing our library of previous reports:
A FOCUS ON… STERLING CORPORATE BONDS
A FOCUS ON… MONEY MARKET FUNDS
Portfolio literature
AJ Bell Funds
The latest reports from Q4 2025 are available for you to download:
For more information on our solutions - including adviser guides, client guides and FAQs - view our full range of literature, or speak to our team
Managed Portfolio Service
The latest reports from Q4 2025 are available for you to download:
- PASSIVE MPS
- PASSIVE INCOME MPS
- MONEY MARKET MPS
- ACTIVE MPS
- ACTIVE INCOME MPS
- PACTIVE MPS
- RESPONSIBLE MPS
For more information on our solutions - including adviser guides, client guides and FAQs - view our full range of literature, or speak to our team
Managed Portfolio Service
A diverse range of outcome-orientated portfolio solutions, available in Active, Passive or our blended 'Pactive' format.
AJ Bell Funds
Our managed, low-cost, multi-asset funds range is designed to suit a broad spectrum of risk appetites.
Find the best investment solution for your client
Our low-cost Fund and MPS ranges are regularly reviewed, so you can rest assured that we’re keeping an eye on whatever the market brings.
Your clients’ portfolios, adjusted for today’s market
NEW
Get to grips with our Strategic Asset Allocation process
We’ve refined our portfolios to be resilient, aligned with 2026 market conditions, and structured for robust performance across a range of scenarios.
Explore these resources all in one place:
- Our Strategic Asset Allocation brochure – a detailed look at what’s changed.
- A short Q&A video – an explanation of the process, and the actions we’ve taken.
- Three articles – including a summary of changes, and in-depth analysis of key themes like US sector allocations and bond market inflation.
Talking to clients about recent events
Iran conflict: how portfolios are positioned
Our Head of Investment Solutions, James Flintoft, shares a concise update on how our Funds and MPS portfolios are positioned in relation to the conflict, and what matters most from an investment perspective.
The article covers:
- The potential impact on oil prices, inflation and interest rates.
- How portfolios are positioned across equities and bonds.
- How advisers can support calm, consistent client conversations.
Q4 portfolio performance
Our solutions have a track record of delivering consistent performance at competitive prices.
NEW
Stay prepared for 2026
Markets ended 2025 on a positive note, with equities and bonds delivering strong returns. Our latest article recaps equity and bond performance, impact of inflation and why diversification remains essential in 2026.
NEW
Funds and MPS performance
In this Q&A, our Head of Financial Analysis, Danni Hewson and Head of Investment Solutions, James Flintoft explain the market trends that shaped our Funds and MPS in Q4 2025, and the key themes to watch in 2026.
Learn from our experts
ON DEMAND
Catch up on our Multi-Asset webinar
Over 450 advisers tuned in live to our webinar. Now you can watch our jam-packed session on demand – featuring experts from six leading firms, plus Russ Mould and James Flintoft.
Connect 2026
Our Connect sessions are designed to help paraplanners and adviser support staff expand their technical pensions and investment knowledge.
Leeds and Manchester
28 and 29 July 2026
Events Hub
View our calendar of engaging, informative sessions with industry-leading technical and investment experts.
Face-to-face and online
Join thousands of advisers already in the know
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Ready to partner with us?
If you’d like to explore how we can support you and your clients, our Business Development Team is here to help. Get in touch to discuss our solutions, investment partnerships, risk profiling, or any other related queries you have.