Significant disconnect between investor risk and return expectations – schroders
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
Asset Allocation
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Multi-asset’s stars set to keep on rising
A raft of regulatory changes and a backdrop of low yield from traditional income investments means the exponential rise in the popularity of multi-asset funds is unlikely to taper off any time soon.
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Is it time for an unconstrained strategy
The expected US interest rate hike coming some time this year has spurred investor interest in unconstrained fixed income strategies, according to Amanda Stitt, investment director at Legg Mason.
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Bond valuation concerns hit record high
Bonds have hit their highest overvaluation levels for more than 14 years, according to a survey by Bank of America Merrill Lynch.
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Time to rotate as bond proxies priced out
An inflection point is taking place across equity markets inviting investors towards more cyclical names.
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Barings rejects great rotation claims
Barings has rejected the idea of a great rotation out of fixed income and towards equities, rather seeing a marginal difference in sales between the two asset classes.
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Threadneedle halves equity overweight
Threadneedle Investments has halved its equity overweight in the last week, shifting approximately $1bn back into cash amid concerns over China and reservation over the asset class.
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Threadneedle China is biggest conundrum
In our last asset allocation update, we framed the outlook for 2014 in the context of how bond markets deal with policy normalisation; what happens to emerging markets as a result; and whether corporate profits will meet expectations?
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US equity returns zero through 2020
After five years of solid gains on the US stock market the next seven could deliver absolutely nothing, according to GMOs James Montier.
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Greetham US stocks to bounce back
Fidelity’s Trevor Greetham expects US economy to bounce back from weather-induced Q2 weakness
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7IM to move income fund into passive range
Seven Investment Management is set to shift its multi-manager income portfolio into a purely passive structure, subject to regulatory approval.
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FE AFI panel more bullish on property
FE Adviser Fund Index panellists to double property exposure
