‘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
Portfolio managers Erin Browne and Emmanuel Sharef say allocating to fixed income may help to navigate Fed policy uncertainty
Investment picture is complex due to the wide variation in the countries forming the asset class
Some investors see opportunity amid the volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook
As it appoints Hymans Robertson and Defaqto to oversee allocation and risk profiling
Octopus Investments CEO discusses doing innovation well, retail access to private assets and the impact of Consumer Duty on value for money
But retains higher allocation to alternatives
As conflict intensifies between Russia and Ukraine
Video: Orbis multi-asset team member breaks down what has gone wrong with asset allocators’ ‘magic formula’
Without optimism, there would be no capital markets – but too much of it can be dangerous for investors
Clients told to reduce risk amid escalating US-China trade dispute
Head of asset allocation’s investment clock points to ‘stagflation’