Barings' Mahon: Why I have turned overweight equities

clock

Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.

The last couple of months have been a weak period for risky assets, and the market also suffered an especially volatile day on 15 October. Over the course of the day, yields on 10-year US treasuries made one of the biggest intraday falls in recent memory, before snapping back and ending the day close to where they started. Support to the market will come from several areas. For one, America continues to improve. The supportive combination of better lending conditions, rising house prices, falling unemployment and improving consumer confidence remains in place. Meanwhile, there is l...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Managed funds

RSMR launches Passive Plus MPS range with five portfolios to market

RSMR launches Passive Plus MPS range with five portfolios to market

'Simplicity' of passives

Hope Coumbe
clock 29 February 2024 • 1 min read
Quilter WealthSelect exits impact EM fund following exclusion breach investigation

Quilter WealthSelect exits impact EM fund following exclusion breach investigation

Part of the portfolio’s sustainable range

Valeria Martinez
clock 04 October 2023 • 3 min read
Partner Insight: Is volatility an advantage for active managers?

Partner Insight: Is volatility an advantage for active managers?

Given their mandate to pick the winners, market volatility is often said to be favourable for actively managed funds. But is this actually the case?

Stephen Lawrence, Head of Indexing Research, Investment Strategy Group, Vanguard
clock 14 August 2023 • 10 min read
Trustpilot