Parmenion moves overweight govvies
But retains higher allocation to alternatives
Asset Allocation
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Multi-asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
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Rob Perrone: Why the 60/40 portfolio’s days are numbered
Video: Orbis multi-asset team member breaks down what has gone wrong with asset allocators’ ‘magic formula’
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Dan Kemp: Always looking on the bright side of life
Without optimism, there would be no capital markets – but too much of it can be dangerous for investors
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UBS turns negative on equities
Clients told to reduce risk amid escalating US-China trade dispute
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RLAM’s Greetham: ‘I’m the most neutral I’ve been on equities in years’
Head of asset allocation’s investment clock points to ‘stagflation’
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Advisers told to swap bonds for annuities in drawdown
Better Retirement director says annuities lack default risk and have higher yields
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BMO GAM’s Willis and Spencer prepare for post-QE reckoning
Multi-manager team is increasing exposure to boutique active managers
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Woodford rivals to benefit from UK equity flows
41% of professional investors plan to increase their exposure to UK equities over Q3
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Aviva Investors positions for eight US Fed hikes
Aviva Investors has moved neutral on the US and overweight on emerging market (EM) equities, debt and currency as it predicts eight rate rises from the Federal Reserve in 2018 and 2019.
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How Nutmeg picks ETFs for portfolios
Nutmeg investment manager James McManus has said there is plenty of room for fees on core exposure in UK and gilts passives to catch up with US tracker funds, as he outlines the robo-adviser’s investment process from asset allocation to legal T&Cs.
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7IM boosts active exposure across multi-manager range
Seven Investment Management (7IM) has significantly increased exposure to active managers across its multi-manager fund range.
