Greetham US stocks to bounce back
Fidelity’s Trevor Greetham expects US economy to bounce back from weather-induced Q2 weakness
Asset Allocation
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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
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New asset allocation research wealth managers
A new, independent asset allocation service was launched today allowing wealth managers and IFAs to tap into a vast amounts of academic research not publically available.
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experience says now is not the time for Asia
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there.
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Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
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china credit bubble key risk global recovery
Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
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calls you could be missing out on
Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.
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LG appoints new head of asset allocation
Legal & General Investment Management has appointed BNP Paribas' Emiel van den Heiligenberg as head of asset allocation.
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Communication key to client-IFA relationship
The majority of IFAs are averse to outsourcing client communication and 84% state that this is an area in which they wish to maintain control.
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is alpha generating fixed income
Not convinced by equity rallies but sick of low-yielding bonds? In the absence of a 'great rotation' a third option could appeal – anyone for alpha-generating fixed income?
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make sure clients in next record breaking
Much has already been said about the Dow Jones Industrial Average reaching an all-time high earlier this week, but less about the hidden forces at play which could help you identify the next stock market to benefit from such a surge.