Your guide to Strategic Asset Allocation
This brochure gives you a clear summary of the updates we’ve made to our AJ Bell Funds and MPS ranges for the year ahead – and what they mean for your client’s portfolios.
Three reasons why you should read this:
1) Understand the decisions driving our portfolios.
2) See how we’re positioning these solutions for different market environments.
3) Support your client conversations with clear, actionable insights.
Inside, you’ll find:
- our rationale behind the changes and how they reflect current market conditions;
- capital market assumptions shaping long-term strategy;
- Strategic Asset Allocation for 2026 and the thinking behind it;
- Tactical Asset Allocation and implementation for today’s market backdrop; and
- the 2026 outlook – opportunities, risks and how we’re building resilience.
The information on this page is intended for professional advisers only.
