equities and fixed income dominate ifa allocation
Legal & General Investments’ latest research shows equities will continue to dominate IFAs’ asset allocation over the coming 12 months.
Asset Allocation
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where to put your money in q2
It’s around now the big investment houses send out their asset allocation views for the next quarter and detail the changes they have made to portfolios. Who is doing what and do you agree with them?
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active for asia and uk
Active fund managers show a higher level of outperformance when running equity funds invested in Asia Pacific ex-Japan and the UK, while North America and emerging market performance is comparatively weak, says Lipper.
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style of exposure is key to success this year
Eden’s Mark Harris argues that with correlations moving lower and the dispersion in returns becoming greater asset allocation is crucial to portflio success in 2012.
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std life cte bonds real estate selective equities
Andrew Milligan sees the risks of 2012 being similar to those of the previous 12 months although risk assets themselves are priced cheaply.
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diversification only needs equities debt and cash
Research across thousands of institutional portfolios shows diversification producing higher returns and lower volatility needs simpler not more complex asset allocation.
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any equity bounce is not sustainable
Dirk Wiedmann explains why Rothschild Wealth Management doesn’t like equities but does like gold, and sees property rather than bonds as a long-term bet.
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Stock-picking managers should be reassessed
Fund managers who have traditionally relied upon value stocks to outperform will find it harder in current market conditions and beyond, according to a special report from Fitch Ratings.
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should commodities be seen as an asset class
The correlation of commodity performance to equity markets has increased so much that commentators now question their effectiveness in diversifying portfolios. Is this a short-term blip or is it trend we need to take notice of?
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long only commodities dont diversify
The correlation of commodity performance to equity markets has increased to such an extent that long-only commodity strategies have lost their punch as portfolio diversifiers, say commentators.
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wealthy britons seek shelter in property
The UK’s millionaires have around one third of their cash in property and look set to increase their holdings in the asset class over the next six months.