How will multi-asset portfolios fare going forward?

The performance of many asset classes has defied expectations in 2020, where does this leave overall valuation levels and how will this impact your asset allocation positioning going forward?

The unexpected and unforecastable challenges in 2020 rewarded those investors with an agile and humble mindset. Aurèle Storno, LOIM’s Chief Investment Officer for Multi-Asset believes this same mindset will prevail in 2021, as visibility remains low and the investment environment continues to be challenging. In this outlook video, he suggests that while high valuations across all asset classes could present a hurdle for traditional, and more passive, multi-asset approaches, valuation is only one piece of the puzzle and there will be opportunities to add value for diversified multi-asset portfolios.

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