asset allocation
Multi-asset
Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.
25 January 2017
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2 min read
Multi-asset
The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.
07 December 2016
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2 min read
Bonds
While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.
22 November 2016
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2 min read
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
