The Adviser Issue 11 | Page 5

CONTENTS
FINANCIAL TECHNOLOGY MARKETS & INVESTING

17

Is your current tech meeting your business needs ?
40 60 / 40 isn ’ t dead
Francis Chua of LGIM explores why the conventional wisdom surrounding the 60 / 40 portfolio may no longer hold water .
42 The race for rate cuts
Robert Plant of Columbia Threadneedle explores the race for rate cuts in Europe , the UK and across the pond in the US .
44 Put cash to work Should the appeal of high cash rates be re-evaluated ?
47 FP Carmignac global equity compounders : Harnessing the power of time
FP Carmignac Global Equity Compounders ’ sustainable investment fund turns four this year – time to take a look back at its performance so far .
50 Looking forward with optimism
Liontrust look forward at the opportunities in global financial markets .

38

Beyond 60 / 40
THOUGHT LEADERSHIP
31 Client referrals : Strategies to grow your business Aegon explore how to double your referrals .
34 Is ESG investing dead ? With recent sentiment shifting , is ESG investing dead ?
# 11 | SUMMER 2024 | 5