The traditional way of allocating assets has its problems,
according to Matthew Eagan from Boston-based fixed income
specialist Loomis Sayles.
Many investors are moving away from highly volatile equity
markets and conventional bond strategies, which carry a
significant amount of interest rate risk, because the
traditional ways of allocating assets do not deliver to the end
During a recent trip to London, Eagan (pictured), who is
portfolio manager of the firm’s Absolute
Strategies Bond Fund, said IFAs and wealth managers expressed
that they did not know which investments to allocate to in this
new era of investment allocation.
He says: "Alternatives UCITS portfolios, like ours, create
solutions. Investors want a fund with diversity, a portfolio
that is liquid with no gates and...