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
Author: Adam Lewis
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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
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Is the dividend drought over?
UK dividend payments fell by 26.7% in Q1, the slowest rate of decline in the last 12 months
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Value rally set to run further as economic bounce-back becomes consensus trade
Investors should expect the ‘vast chasm’ between value and growth to close further
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Does emerging market debt solve income seekers’ low yield problem?
EM debt could be a source of income ‘where many assets have stretched valuations and tight spreads’
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Reflecting on the best and worst markets one year on from lockdown
‘Hard to believe as it may be but equities have been the place to be over the past 12 months’
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Why the Liontrust multi-asset team is upping UK equities exposure
Latest BofAML survey reveals UK equities remains the most underweighted region by managers but optimism is rising
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Tech rally stumble forces investor rethink
Is now the time to sell out of Amazon, Google, Facebook and Netflix?
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Where next as government bonds lose power of diversification?
Traditional diversification potential ‘shrunk even more significantly in 2020’
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Is there any value left in old economy emerging market stocks?
‘We see no fundamental justification for value stocks to be quite so unloved’
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DFMs brace for ‘the most inflationary environment in years’
Investors making plays on gold, short duration and infrastructure as lingering pandemic means pushback against loose fiscal policy is unlikely
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Felix Wintle: The Faangs are last decade’s story
Tyndall North American fund manager reckons US equities are less efficient in the age of coronavirus