Is the 60/40 portfolio about to make a comeback?
After a chastening year, JP Morgan tips an old favourite to come roaring back
Equities
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£1.95bn pulled from Baillie Gifford funds in October
While Abrdn recorded its largest net inflows in over a year
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Twitter, tech stocks and untapped monetary potential
But what drove Elon Musk to buy the one of the world’s biggest social media platforms?
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Dewi John: EM entry points call for careful consideration
The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
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Are traditional diversifiers about to re-emerge?
Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios
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Grace Yan: The rising fortunes of Asia’s small-caps
Four important developments should provide momentum for the asset class
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India offers investors upside surprise but it does come at a premium
Gloomy expectations of how the country would cope with Covid and its aftermath have proved unwarranted
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Markets uncertain as Lula wins in Brazil
But which Lula will take office in January – the pragmatist or the interventionist?
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Costly funds ‘do not stand up to scrutiny’
Average annual return of 10 most expensive strategies was -17.3%, with some customers paying nearly 2.5%
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Baillie Gifford Japanese
Investing in Japanese companies with above average growth. Watch the Talking Factsheet for the Baillie Gifford Japanese fund with Amaya Assan, Research Manager.
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Storm warning as money pours out of UK equities
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector