asset allocation

Specialist

Why now is the time to back 'out of favour' UK equities

The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.

clock 23 November 2018 • 2 min read

Multi-asset

GMO upgrades emerging market returns forecast as spreads with the US reach widest since 2003

Attractive relative valuations

clock 09 November 2018 • 2 min read

Asset Managers

Concentration of assets run by top managers hits record level as firms are warned about shift away from 'traditional models'

Top 500 firms' assets reach $93.8trn

clock 06 November 2018 • 3 min read

Multi-asset

IBOSS AM's Metcalfe: We expect US economic data to weaken sooner than many expect

Over the past few months, we have become more positive on US Treasuries.

clock 31 October 2018 • 2 min read

Investment

Multi-managers return to equities while pulling back fixed income allocations

Turnaround from Q1

clock 03 October 2018 • 3 min read

Funds

US bull run shows no signs of stopping

While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.

clock 02 October 2018 • 2 min read

Funds

Tilney's CIO Godding: Stay long US equities despite trade war 'rhetoric'

Inflationary pressures in Europe

clock 07 September 2018 • 2 min read

Investment

Investors' confidence in UK equities plummets further with £315m in outflows

Worst-selling equity region

clock 06 September 2018 • 2 min read

Multi-asset

Graham Bentley: So how do you name your model portfolios?

Behaviours, animals or something else?

clock 15 August 2018 • 6 min read

Commodities

7IM returns to broader commodities for first time in five years but shuns gold

Last held in 2013

clock 14 August 2018 • 2 min read
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