The traditional 60/40 fund, which dates back to the 1950s, no longer works in the current economic climate, argues Ashley Lynn, analyst at Orbis Investments.
Effective as of 1 April
Increased by 0.5% to 2%
Using a Forward Perspective analysis of key macro factors, independent research house PureGroup explores how the Lyxor FTSE Actuaries UK Gilts Inflation-Linked UCITS ETF (among other core ETFs) are likely to fare in the face of rising inflation and interest...
Investors should select active managers for diversity
Five factors influencing negative rates
Fourth of five interviews in new series with RLAM’s head of multi-asset
Unchanged from February
Expected withdrawal of QE
Failed to repeal Obamacare
PureGroup director Ben Bird analyses how sensitive five of the largest US equity funds are to two leading indicators: US rates and inflation.
More risks in UK than Europe
Committed £80m to digital and wealth propositions
Unwinding EU membership is unprecedented
In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Sterling soared 0.8%
Michael Sayers, director of research for equities at Fidelity International, discusses the findings of the firm's 2017 Analyst Survey, which comprised responses from 17,000 meetings conducted with CEOs, CFOs and division heads throughout the year.
Risk of Abe resigning
Comparing environment to 1994
ECB's target was slightly below 2%
Hunt for yield remains
Rallied last year