Rotation into risk assets might prove premature
Rebounds in both equities and govvies could have further to run but path to a sustained rally seems particularly narrow
Author: Adam Lewis
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US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens
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Yoram Lustig: ‘In Israel in the 1980s, we had inflation of 400%’
T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
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Stagflation fears at highest levels since the global financial crisis
But concerns of a global slowdown appear excessive, says Liontrust’s Husselbee as he eyes up a portfolio rebalance
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Chris Metcalfe: ‘The era of rear-view mirror investing is over’
Concentrated focus on growth, US and tech assets must be replaced with something more diverse, says Iboss co-founder
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Dash for cash hits highest level since 9/11
Allocations to defensive assets jumped to 43% in May as global economy outlook darkens
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US recession likely but not imminent, says T Rowe Price
So how should investors be positioning now?
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Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
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Winterflood predicts wave of share buybacks as trusts languish on discounts
Retail favourites Scottish Mortgage and Polar Capital Technology have seen shares pummelled in the tech sell-off
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Brewin Dolphin rakes in £1bn inflows as RBC takeover looms
But total funds flat at £56.3bn thanks to volatility from Ukraine crisis and macroeconomic uncertainty
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Four income plays that aren’t oil and mining stocks
Gresham House UK Multi Cap Income manager Ken Wotton is shunning commodities which are prone to volatility
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Baillie Gifford’s Steven Hay: Inflation will remain a significant risk to returns
Multi Asset Income manager reveals what his experience at the BoE has taught him about the ‘inflation quandary’
