Diversifying the diversifiers
The outlook for equities and bonds may appear considerably better than this time last year but recent market shocks would suggest carefully selected alternatives could merit a place in many portfolios
Equities
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Unloved UK offers good deals for smart bargain hunters
Is it time for a renaissance in domestic market interest?
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Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases
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Investors pull £1.2bn from UK equity funds in March
Estimated £4bn outflows in the first quarter of 2023, according to Numis
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Europe-focused strategies hit with ratings removal by Square Mile
Seven retentions and three upgrades in firm’s latest academy ratings roundup
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Equities return to favour but UK still unloved
Fund flow data shows investors continue to trim their domestic weightings
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Gareth Blades: The planet’s ‘most awesome force’? How to tap into it
The differing attractions of the pioneers, enablers and adopters of genetic sequencing
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Investors growing more sceptical of Fed’s hawkish tone despite sticky inflation
Experts say financial conditions are already tight and summer rate cuts are on the cards
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HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook
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Managing uncertainty post-Credit Suisse: A question of weighting?
‘Far more money has been lost by investors trying to anticipate corrections than has been lost in all the corrections combined’
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There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing
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Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD