Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
Asset Allocation
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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
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Evelyn Partners Sustainable MPS adds to Baillie Gifford and Federated Hermes global equity fund positions
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
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Waverton’s Paris Jordan heads to Charles Stanley
Will become head of responsible investing
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Morningstar IM’s Preskett: How tight is the fee differential between active and passive?
Where does sentiment lie in terms of the ongoing active/passive debate?
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Quilter MPS ups fixed income allocation and exits UBAM impact fund due to breach
The firm continues to be underweight risk assets across all ranges
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Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
UK equities funds once again struggled to retain money
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Investors go ‘back to basics’ with allocations as confidence ticks up in Q2
Emerging market equities and debt managers delivered strongest returns
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Waverton: Why we have our lowest credit allocation since the global financial crisis
While the wealth manager sees value in gilts for the first time in years
