John Newton

Each quarter the Defaqto Investment Committee review the investment solutions that they have rated to check if they are […]

For Professional Clients Only In this update, we will look to cover the following topics: Why we changed our

Wise Funds, the value-oriented multi-asset specialist based in Oxfordshire, has altered the objective and moved the sector of its

Wise Funds Vincent Ropers is part of the multi-manager panel assembled by Interactive Investor. Every quarter, the panel participants

Rising prices are quite rightly at the forefront of investors’ minds this year, with US inflation hitting a near

For Professional Clients Only Wise Funds Macro & Market Update The war in Ukraine continued to be the main

28th February 2022 Market background The writing of this report has been overshadowed by the invasion of Ukraine which

28th February 2022 Market Background The past year was an eventful one that saw global economies emerge from the

For Professional Clients Only Macro & Market Update As worry over Covid receded, investors began the month focussed on

Vincent Ropers, a portfolio manager at Wise Funds, dives into private markets. Private markets have grown exponentially since the

For Professional Clients Only Macro & Market Update 2022 had a rather tumultuous start. In January, the S&P500 (the

Recently, we announced some upcoming changes to the objective and policy for the TB Wise Multi-Asset Income Fund (MAI).