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.
Asset Allocation
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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.
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Barclays Wealth underweights emerging market debt
Barclays Wealth has moved to an underweight position in high yield and emerging market debt.
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Barclays Capital stays neutral on risky assets
Barclays Capital still neutral on risky assets, even as other investors increase their exposure.
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Multi-asset allocation provides portfolio protection
Gilt-free fixed income is just one of the asset classes Simon Gibson uses for portfolio protection.
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Rathbone’s Coombs goes overweight emerging markets
Rathbone UTM’s David Coombs is overweight emerging markets for the first time in 12 months.
