HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook
Asset Allocation
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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
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Parmenion moves overweight govvies
But retains higher allocation to alternatives
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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