Is a bitcoin allocation a diversification ‘cheat code’?
A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
Analysis
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Dynamic Planner’s Ben Goss: Waiting for crypto
The US regulator’s approval of the first ETFs to track the spot price of bitcoin suggests change is in the air, writes Ben Goss, CEO of Dynamic Planner
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Will active ETFs prove to be as successful as passives?
Can active ETFs prove as successful as their passive counterparts and will traditional asset managers be receptive to adopting the format?
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Four alternative trust sectors primed to benefit from rate cuts
Peel Hunt analysts highlight the investment trusts that could benefit from falling rates
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Crisis point: Concerns grow over mounting government debt levels
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management
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One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
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Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
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Amundi, Norges Bank and Union Investment call for an end to arms exports to Israel
Investors and companies ‘at risk of being complicit in international law violations’
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
