asset allocation
Equities
The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...
14 October 2016
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2 min read
Multi-asset
Investors' aversion to anything seen as 'risky' has driven down bond yields to levels which could actually suggest complacency with regards to the riskiness of many government bonds, writes Tony Finding, multi-asset manager at M&G Investments.
11 October 2016
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2 min read
Global
Mark Robinson, chief investment officer of Bordier UK, takes a closer look at some of the pressure points and bright spots for global markets.
26 August 2016
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2 min read
Multi-asset
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...
25 July 2016
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2 min read
Multi-asset
The crisis period from 11 February to just before the result of the EU referendum had stemmed from a vicious circle of contracting global liquidity (itself caused by a stronger US dollar and reduced monetary stimulus) and deteriorating global growth,...
27 June 2016
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2 min read
Equities
In these testing times for the global economy, investors are looking for reassurance their dividends can, at the very least, be maintained, writes portfolio manager Mark Whitehead of the Securities Trust of Scotland (STS).
19 June 2016
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2 min read
Funds
Equities have continued to perform well in recent weeks, with emerging markets and commodity sectors leading the way, as oil and basic materials have continued to rally, writes Gareth Lewis, CIO of Tilney Bestinvest.
16 June 2016
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2 min read
