Equities overweight down to 3%
The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.
Moves to overweight equities and fixed income
Navigating fixed income markets in the New Year
Cash levels reduced
Growth optimism remains at low levels
Sharp sell-off last week
Favouring cryptocurrency and technology
I did something really bad recently. I showed my three-year-old granddaughter how 'click and pay' works.
The industry has been gripped by fears of an impending market correction for some time now and debating what could cause a pullback, but talk may have been premature as global equity markets continue to hit fresh record highs into the latter stages of...
'Everything looks expensive or horribly expensive': GMO reduces seven-year forecasts across all asset classes in Q4
EM value most bullish position
Survey by Legg Mason
'Indications of irrational exuberance'
Gold remains most popular asset class
Highest ever cash weightings
Waiting for opportunities
Latest BoAML survey
Top performer over ten and five years
Held high cash levels for three years
Negative returns from bonds
Managers now 'less bearish'
Effective from 30 June