Aviva Investors' multi-asset team is taking a more "selective" approach to where it takes risk across portfolios, in the face of a "consolidation period for markets".
The portfolios had begun the year geared for a "dramatic appreciation in stockmarkets", with portfolio managers predicting a "market melt-up" where markets spike before a steep decline. This transpired...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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