With choppy waters forecast, is it time to increase your cash weighting?
Philip Saunders and Max King, the multi-asset portfolio managers at Investec, outline the five reasons why they remain positive.
T.Bailey has set the asset allocation for its newly-launched Defensive Cautious Managed fund, with the vehicle set to hold 10% in both commodities and property.
F&C's multi-managers have begun reducing exposure to defensive funds across their Lifestyle portfolios in the view that the global economy is in a gradual recovery.
OPM's Tony Yousefian has increased exposure to gold within his multi-manager portfolios in the expectation that the gold price will rise a further 11% this year.
M&G multi-asset fund manager David Jane has decided to leave the group.
Schroders multi-manager Andrew Yeadon has pared back exposure to higher risk assets across his three portfolios, believing the global recovery will be more stunted than previously anticipated.