ARC: Cautious mandates lead the way in 2011
Cautious portfolios have led the way so far in 2011, according to the ARC Private Client Indices.
Asset Allocation
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Barclays Wealth Investments launches ‘trend’ funds
Barclays Wealth Investments has launched two ‘trend’ funds that automatically switch into cash.
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Merrill Lynch tones down North American overweight
Merrill Lynch Wealth Management sells off exposure to US equities but remains overweight.
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PA ANALYSIS: Long-term view moves us away from spectre of 2008
If investors take a step back they will see 2008 in the distance and a positive long-term view ahead
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Berry AM trades linkers for government bonds
Berry AM is swapping its index-linked holdings for short-dated government bonds.
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Managers opt for Japan and continue to worry about Europe
The monthly BofA Merrill Lynch Fund Manager Survey reports Japan exposure is rising.
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Capital preservation still above risk allocation
Rory Smith makes his allocation views perfectly clear given today’s economic and market backdrop.
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Emerging markets replaced by increased Japan weighting
Simon Gibson explains why he upped his Japanese equity exposure at the expense of emerging markets.
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Gibson sells out of India in favour of Brazil
Simon Gibson explains why he has swapped around between his targeted BRIC holdings.
