The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
Analysis
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How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Dimensional’s Dai: Indices not as passive as they appear
Trading as an index rebalances is ‘like buying roses on Valentine’s Day’, Dimensional’s Dai says
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
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