Daniel Seiler | The invincible core, correlations and the discipline of a multi-asset portfolio

In episode 61, Alex Proimos speaks with Daniel Seiler, head of the multi asset boutique at Vontobel Asset Management that includes Vescore.

This episode discusses the evolution of multi-asset fund management at a time when many have struggled in the low yield environment, how the core allocation of these funds has changed and are we witnessing the end of the 60/40 portfolio, what investors should expect from their multi-asset fund, the role of strategic and tactical allocations, how to incorporate risk and view-based approaches into the investment process and what represents the biggest challenge for multi-asset funds.