asset allocation
Funds
The biggest issue looming over the horizon as we head into the New Year might be an impending shift in the relative valuation of the dollar, according to Pictet AM's Andrew Cole.
11 December 2015
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2 min read
Funds
QE has helped drive equities and bonds beyond fair value - but what will the future hold after the Fed raises rates?
04 December 2015
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2 min read
Global
Oil companies and miners have bounced because they fell so far, so fast
25 November 2015
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2 min read
Global
Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.
06 November 2015
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2 min read
Commodities
Aviva Investors' head of multi-asset Peter Fitzgerald takes a closer look at the impact of commodity cycles on markets.
29 October 2015
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2 min read
Global
Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.
16 October 2015
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2 min read
Multi-asset
Toby Nangle, head of multi-asset at Columbia Threadneedle, says the team is looking carefully for signs of stability in three places at the "centre of the international financial market vortex".
12 October 2015
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2 min read
Multi-asset
Fidelity multi-asset managers Nick Peters and Kevin O'Nolan describe why they have moved overweight on the energy sector.
09 October 2015
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