‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Cash
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Cash is king – but not how you might think
Macro conditions could help UK stocks recover versus peers
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Martin Gilbert: ‘There is no gain without pain’
Assetco’s chair on learning from your mistakes, holding your ground when performance takes a tumble and, most importantly, remaining optimistic
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How much further will equity markets drop?
Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna
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Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
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Market turning point still looks some way off
Valuations could fall further if weaker economic data and earnings induce panic-selling
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Dash for cash hits highest level since 9/11
Allocations to defensive assets jumped to 43% in May as global economy outlook darkens
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UK fund buyers not yet ready to splash the cash
Despite claiming to be positive about the coming year
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How fund buyers are keeping on top of liquidity
Three portfolio managers on the measures they are taking in the current market conditions
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Demand for cash increases sharply among UK fund buyers
Cash enjoys the biggest shift in net sentiment ahead of Brexit negotiations and the US election
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UK property funds coy as full fees charged for chunky allocations to ‘idle’ cash
The FCA was critical about funds that were not fully invested in its paper on illiquid assets in open-ended funds
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SJP expands cash management service to £50k pots
Wealth manager launched service in 2017 for more limited group of clients