Multi-Asset Investing: Dynamic Asset Allocation

Truly dynamic allocation is one of the hallmarks of a successful multi-asset portfolio. In this short video, Senior Portfolio Manager David Vickers discusses dynamic allocation within our MAGS Funds, using topical examples to explain our approach.

In particular, David focusses on the following questions:

  • What assets are considered for a dynamically managed portfolio?
  • What have been the driving factors for a dynamically managed portfolio?
  • Looking at this year, where have we been dynamic and what has been the result?
  • Looking forward, where do we see the opportunities to be dynamic?