asset allocation

Global

Why currency exposure is key to global outperformance

Peter Askew, co-manager of the T. Bailey Growth, Dynamic and Defensive funds, explains why this sector has had a rough time of it lately

clock 20 August 2015 • 2 min read

Europe

The changing face of fear: China crisis replaces Grexit as biggest risk

Fund managers snap up Europe as Greek worries recede

clock 18 August 2015 •

Global

UK divi focus, diverging values in Asia and bond market fears

clock 31 July 2015 • 15 min read

Markets

Asia's maturing debt market, cheap Japan and the global equity rally

clock 09 July 2015 • 16 min read

Markets

A strong US economy, share buy backs and slowing global growth

clock 03 July 2015 • 16 min read

Investment

FTSE tech boost, innovation lacking in Europe and crossroads for Japanese reforms

clock 29 June 2015 • 16 min read

Wealth managers

Consolidation game: Is wealth M&A set to accelerate further?

Bulking up and diversifying out

clock 25 June 2015 • 3 min read

Multi-asset

LGIM's Onuekwusi hikes multi-asset cash levels to record high

LGIM multi-asset fund manager Justin Onuekwusi has upped his cash weightings to their highest ever levels, on fears that tighter US monetary policy will prompt greater market volatility.

clock 24 June 2015 • 2 min read

Investment

Boom time for UK IPOs, African infrastructure, and rising gilt yields

clock 22 June 2015 • 17 min read

Bonds

Bonds: Now is the time to take a defensive stance

Now is the time to take a defensive stance

clock 22 June 2015 • 4 min read
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