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.
Asset Allocation
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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.
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The key lessons 2017 taught investors
With 2017 in the rear-view mirror, what lessons (if any) have investors learned that will shape the way for the next 12 months?
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Alternatives catch eye of high-risk investors
An alternatives spike, the European recovery and optimism on China encourage high-risk investors according to the latest TMPI statistics.
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Why bullish managers are stockpiling cash
The use of cash by fund managers has been attracting the headlines recently, with November’s BofA Merrill Lynch global fund manager survey showing a record percentage of global fund managers were taking above-normal levels of risk in their investments.
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Active to shine on banks’ policy divergence
Investors will be forced to think more carefully about asset allocation in 2018 as divergence in central banks’ monetary policies takes centre stage, according to fund groups.
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Walker Crips duo play it straight on asset allocation
Gary Waite and Andrew Morgan, managers of the Walker Crips Managed Portfolio Service range, state that the more boring their funds are, the better, and that if they suddenly start shooting the lights out, they would worry they had taken on too much risk.
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The cash conundrum: What’s driving cash balances down?
Global fund managers were yesterday accused of flying too close to the sun when it was revealed that despite thinking equities are overvalued, risk-taking has hit an all-time high.
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Bearish Brooks Macdonald hires manager duo
Brooks Macdonald has strengthened its Hampshire-based investment team with the appointment of Jennifer Carter and Johnathon Rivers as investment managers, while reiterating its bearish stance on UK domestic stocks.
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PA ANALYSIS: The UK equity conundrum
Research published on Friday by Aegon UK shows that advisers are pretty much split on what to do regarding their UK equity exposure.
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Investec’s Summers on balancing quality stocks with value
With quality stocks seemingly ‘priced for perfection’, Investec Wealth’s Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.