hsbc time to look for alternatives to govt bonds
Declining government bond yields should prompt investors to consider alternative assets to their so-called safe haven holdings, HSBC Global Asset Management argues.
Asset Allocation
-
-
investors stick by nonsensical allocation
European investors are overwhelmingly planning to stick by government bonds over the next 12 months even as they predict negative return potential from the asset in the region over the next five years.
-
great rotation from bonds to equities has begun
The ‘great rotation’ out of bonds and into equities has started to get underway, the latest Bank of America Merrill Lynch (BofAML) Fund Manager Survey suggests.
-
multi asset funds need to rethink allocation style
European multi-asset funds have to reconsider their asset allocation and market timing, Fitch Ratings has argued.
-
Should gdp turnaround lead to allocation changes
No-one could have failed to learn last week that the UK exited the double-dip recession which has blighted the economy since the end of 2011. But should this prompt a shift in investment strategy.
-
obama survival client portfolios
Obama may be one of the most powerful men in the world but should he stay or should he go, there will be more important considerations when it comes to your US allocations.
-
defensives dominate yet fund pickers
Defensive stocks are the darlings of Neil Woodford's income funds and have had a pretty good run since the start of the financial crisis. But fund pickers are casting doubt on their continued ability to outperform.
-
post-qe3 asset allocation calls
The leap in European indices this morning suggests investors have taken the Federal Reserves announcement of QE3 as a signal to put some cash to work, but is now the right time to increase exposure to risk assets, or is caution still the by-word?
-
stouts stockpicking redeems asset allocation
Bruce Stout, manager of Murray International investment trust, beat his global growth benchmark in the first half despite a drag on performance from his negative position in the US.
-
aviva investors closes taa range
Tomorrow, Aviva Investors will close its Absolute Tactical Asset Allocation range to new business.
-
signals telling us it is right to panic schroders
Schroders Private Banking’s head of asset allocation sees oversold markets and a number of indicators saying it is right to panic. He asks if these same signs point to a rapid rebound or faster-paced downturn.
-
sig asset allocators back em
Skandia Investment Group’s asset allocation committee remains heavily overweight emerging Asian, and particularly Chinese, equities, while it holds a very negative position on government bonds.