Nervous Sarasin ups alternatives exposure
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
Gold
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Gold losing its shine as US investors lose interest
Western investor sentiment and demand for gold and silver retreated in September, falling off three-year highs with US new accounts falling by almost one-third.
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Double-take: Gold funds
George Cheveley, manager of the Investec Global Gold Fund details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund’s long-term strategy and Chelsea Financial Services MD Darius McDermott offers a neutral viewpoint.
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Confidence climbing as UK equities and property rebound – Lloyds
Data produced by Lloyds Bank revealed appetite for investing has rebounded strongly from its Brexit-triggered July lows, with investors warming once again toward risk assets.
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Rothschild seeks shelter in absolute return and gold
RIT Capital Partners has increased its allocation to absolute return and credit assets by 8% and pulled back from quoted equities and sterling to navigate choppy “uncharted waters” post-Brexit.
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PA ANALYSIS: Views split on gold’s investor driven inflection point
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
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PA ANALYSIS: Is jumping on the gold bandwagon a fool’s errand?
The recent performance of gold funds will have many investors eyeing a move into the asset class or a topping-up of an existing holding.
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Schroders launches gold equities fund
Schroders has launched the Schroder ISF Global Gold Fund, its first gold equities offering.
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How to inflation proof your portfolio
Architas outlines four mechanisms that can be used to provide some protection against inflation.
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Sector report: Regaining the Midas touch
Having been much-maligned over the past few years, gold has performed rather well in 2016 as volatility has risen and investors look for safe havens. However, there remain questions as to its true value
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Rathbones ramps up exposure to US inflation-linked debt and gold
Rathbones has upped its weighting to inflation-linked debt and gold, alongside an overweight to the US.
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PA ANALYSIS: For gold’s sake, stop talking safe havens
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.