Two thirds of professional investors think macro investing now ‘more relevant’
Fulcrum Asset Management quizzed 205 UK and US participants
Asset Allocation
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Neuberger Berman launches multi-asset Tactical Macro UCITS Fund
Fund will aim for positive returns irrespective of market conditions
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Invesco: Fixed income no longer a ‘set and forget’
Sovereign investors intend to up their bond allocations in the coming year
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BlackRock ‘evolving the playbook’ due to a new macro regime
BII sees ‘different and abundant opportunities’
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Nic Spicer: Managing risk as inflation rocks your foundations
The year the negative correlation between equities and bonds the asset management industry relies on went AWOL
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‘Whether pause or pivot, look to bonds’, says Pimco
Portfolio managers Erin Browne and Emmanuel Sharef say allocating to fixed income may help to navigate Fed policy uncertainty
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Emerging markets may be the play to make as the Dollar softens and China re-opens
Investment picture is complex due to the wide variation in the countries forming the asset class
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Is it time to buy the dip in commodities markets?
Some investors see opportunity amid the volatility
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HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook
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Liontrust to rebrand multi-asset funds
As it appoints Hymans Robertson and Defaqto to oversee allocation and risk profiling
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Ruth Handcock: ‘As humans, we do not like talking about money’
Octopus Investments CEO discusses doing innovation well, retail access to private assets and the impact of Consumer Duty on value for money
