60/40 was hard to beat for decades, but it’s being tested, making space for liquid alternatives to re-emerge.
The Budget bought the government some time, but questions remain over borrowing, spending pressures, and the credibility of its deficit-reduction plans.
Drawing on proprietary analysis, market data and two decades of historical evidence, VLK Investment Management's latest research explores whether the next opportunities could lie beyond the hyperscalers.
Head of emerging markets debt discusses TT International's funds role in an investors portfolio
Co-portfolio manager discusses GIB Asset Management's funds role in an investors portfolio
Senior product specialist discusses First Trust's funds role in an investors portfolio
James Francken of Mondrian Investment Partners assesses value opportunities beyond the US