In the January 2021 report Al Clark, Head of Investments, Ben McCaw, Senior Portfolio Manager, and John Woods, Portfolio Manager, explain MLC’s assessment of the current market environment, pandemic scenarios that may play out, and how MLC multi-asset portfolios are positioned. This update includes commentary on the new MLC Managed Account Strategies.
At First Principles Financial Planning we put investors at the centre of our thinking and focus on what really makes an impact on investors outcomes – asset allocation. With this in mind, we concentrate on finding the right allocations between asset classes and sub-asset classes and design portfolios which help investors achieve their financial goals.
Each quarter, this Strategic Overlay document explains MLC’s view on the market environment, scenarios that may play out and the drivers for the positioning of our clients’ diversified portfolios.
You can read the full MLC’s scenario insights & portfolio positioning – January 2021 report here.