Fidelity: Investors missed out on rebounding markets by playing it safe in 2023
Over half (60%) of asset classes made a positive return in 2023
equities
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AJ Bell’s Mould: Five investment themes to watch in 2024
Mould has drawn up a shortlist of the factors that could come into play
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Dimensional’s Medhat: Will value investing be ‘the comeback kid’ of 2024?
Value stocks have only underperformed over six-month periods a handful of times since the 1920s
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Interactive Investor: 80% planning to increase equity exposure for 2024
Investors increasingly bullish towards UK market
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Principal AM’s Seema Shah: Money market surge poised to fuel risk asset rally
A record $5.7trn has been amassed
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Jupiter AM’s head of equities: Why a recession could make small caps more resilient
Small and mid-cap companies in technology, financial services and healthcare are trading near 10-year lows
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
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Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Total payouts down 0.9% to $421.9bn (£338bn)
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Evelyn Partners cuts equity and credit allocations in favour of cash and government bonds
Firm sees increased uncertainty for risk assets
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Evenlode lines up Marlborough’s IFSL to oversee £5.5bn fund trio
IFSL to become authorised corporate director (ACD)
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Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
