Past performance no longer top factor for advisers picking multi-asset funds
Survey finds delivering on objectives is seen as more important
Author: Adam Lewis
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Liontrust’s Jen Causton warns investors relying on growth/value labels could be missing out
Value rally may have encouraged investors to jettison US equities even though performance has remained consistent
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Time to take profits on reflation trade winners
Companies with strong balance sheets and solid earnings will rise again in ‘transition phase’, says Banque Syz discretionary management head
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Slowing growth is not enough for DFMs to lose faith in UK equities
‘While the output we saw in July was disappointing, we have to remember that GDP is always backward looking’
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SYZ Capital co-founder: What investors are getting wrong about uncorrelated assets
‘It is necessary to go further than your typical hedge funds or private equity solutions to find true uncorrelated assets’
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LGIM reduces risk amid concerns over China Delta outbreak
Markets do not seem to be fully registering the threat the Delta variant poses
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How fund buyers are keeping on top of liquidity
Three portfolio managers on the measures they are taking in the current market conditions
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Fixed income piques adviser interest in Q2
Views of fixed income funds within Square Mile’s Academy of Funds accounted for 35.2% of all searches last quarter
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Liontrust multi-asset team adds convertibles for first time
Acquisition of Architas UK has given John Husselbee’s team greater resources to analyse broader set of asset classes
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Is now the time to trim exposure to ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
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T Rowe multi-asset boss: How we are navigating ‘uncharted’ post-Covid recovery
Yoram Lustig identifies five themes that will drive performance of global stock markets in the next 12 months
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Investors cling to US ‘comfort blanket’ despite equity outflows
Investment Association data shows US equities witnessed net outflows of £1.6bn in Q1
