Fixed income allocations set for ‘significant’ changes in 2023
As confidence grows in projections for inflation, monetary policy and economic growth
As confidence grows in projections for inflation, monetary policy and economic growth
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
‘Clearer and firmer regulations would potentially bring greater stability to the notoriously volatile market’
Growth of 0.2% comes with a lot of caveats
41% of those aged 18-34 have invested in alternatives this year
Rebounds in both equities and govvies could have further to run but path to a sustained rally seems particularly narrow
Investors betting central banks may be more reluctant to rise rates as economic growth weakens
T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
But concerns of a global slowdown appear excessive, says Liontrust’s Husselbee as he eyes up a portfolio rebalance
Concentrated focus on growth, US and tech assets must be replaced with something more diverse, says Iboss co-founder
Allocations to defensive assets jumped to 43% in May as global economy outlook darkens