Generation next: Elston’s Qiao on bouncing bonds and ‘true active’ investing
Elston Consulting fund selector Jackie Qiao discusses how she sees active funds evolving over the next decade
Diversification
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There is no ‘magic formula’ when it comes to fund selection in absolute return space
Shining a spotlight on a sector cloaked in mystique following the fall of Abrdn Gars, do targeted absolute return funds still have the power to attract investors?
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FundCalibre’s McDermott: Why gold could get its shine back in 2024
Conditions could be changing for the gold market
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Diversifying the diversifiers
The outlook for equities and bonds may appear considerably better than this time last year but recent market shocks would suggest carefully selected alternatives could merit a place in many portfolios
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Are traditional diversifiers about to re-emerge?
Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios
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Adrian Boulding: Seven ways to combat inflation in client portfolios
Make full use of diversification to tackle those twin destroyers of value, equity falls and inflation rises
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Morningstar’s Bragazza: Diversify your diversifiers
It’s not just about historical correlations or equities and bonds
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Investors should rethink exposure to unfashionable UK equities
‘I’ll be pretty confident in seeing UK equity sales pick up in about nine months’
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Chris Rush: The market’s free beta lunch is coming to an end
Over the last five years 86% of returns from the MSCI World index were generated by US equities
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PA ANALYSIS: The fashionable age of concentrated funds
Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?
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Five funds with niche styles to diversify your portfolio
The Share Centre’s Sheridan Admans has tipped five funds with niche styles that might offer investors a diversification opportunity.
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Higher allocation to Europe-ex-UK a route to greater diversification
High correlation between equity markets continues to hamper diversification efforts, according to Societe Generale.