Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
Asset Allocation
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SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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Fidelity: Intermediaries increase active ETF exposure
61% of intermediaries expect to increase their allocation to active ETFs over the next 18 months
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Brown Shipley: British HNWs investing more in markets and less in property
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
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ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year