Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
As Pictet overweights equities to take ‘advantage of attractive valuations’
‘I’ll be pretty confident in seeing UK equity sales pick up in about nine months’
He was previously head of retail multi-asset funds
Rising inflationary and rates environment and stretched multiples bode well for hard done asset class, says Erik Knutzen
Long-term outlook is positive but market is looking ‘considerably’ more expensive
Fund buyers mull the rising stars and peers ready to fill the gap left by industry veterans Gary Potter and Bambos Hambi
Is now the time to be giving up on bonds?
Survey finds delivering on objectives is seen as more important
Value rally may have encouraged investors to jettison US equities even though performance has remained consistent
Companies with strong balance sheets and solid earnings will rise again in ‘transition phase’, says Banque Syz discretionary management head
‘While the output we saw in July was disappointing, we have to remember that GDP is always backward looking’
‘It is necessary to go further than your typical hedge funds or private equity solutions to find true uncorrelated assets’