Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
Asset Allocation
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Asset owners cite regulation as key concern in 2024
But inflation and interest rates remain biggest worry, according to the JPES Partners Asset Management Agenda report
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AJ Bell ups bonds exposure and cuts weighting to US equities
Firm reveals asset allocation changes in latest review
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Cash is no longer king: Investors drop cash allocations in 2023
Investors dropped cash allocations from 11% to 8.9% last year as confidence in equity markets improves, says Interactive Investor
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Principal AM’s Seema Shah: Money market surge poised to fuel risk asset rally
A record $5.7trn has been amassed
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Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
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Evelyn Partners cuts equity and credit allocations in favour of cash and government bonds
Firm sees increased uncertainty for risk assets
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A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes
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CVC’s Staelens: Why income investors should look to leveraged loans for stability
Asset class is benefiting from the boom of private equity transactions
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PGIM: 58% of allocators intending to increase bond exposure in 2024
Half of all allocators plan to boost green bond positions, while 43% intend to allocate towards sovereign debt