Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
Author: Adam Lewis
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Investors urged to check their portfolios for diversification
‘Exposure to UK equities that pay a dividend has been about as fashionable as my wardrobe in recent years’
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How much will China’s covid zero strategy impact investments?
‘You either let omicron spread, or the supply chain collapses or at best comes under unprecedented pressure’
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Can corporate bonds be a shining light for investors in 2022?
‘Market concerns of tighter monetary policy have not really had an adverse impact on credit so far’
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Can commodities and real estate help investors tackle inflation?
As traditional 60/40 equities versus bonds approach may no longer work
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LGIM promotes Onuekwusi to new head of retail investments role
He was previously head of retail multi-asset funds
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Investors urged to make multi-asset portfolios inflation proof
‘Building some exposure to commodity currencies may prove to be beneficial’
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Pictet ready to shift equity weighting out of neutral
But liquidity conditions indicate contrasting fortunes for the US and China
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Equity income to become more reliable in 2022?
Neuberger Berman CIO says investors should reorient portfolios for a more ‘two-way investment environment’
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Investors warned inflation is no longer ‘transitory’
It is ‘proving to be a bit more persistent and higher than many expected’
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An ‘opportune time’ to realise some equity gains
Long-term outlook is positive but market is looking ‘considerably’ more expensive
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Are fixed income fears being inflated?
‘BoE may have no choice but to raise rates, which could be bad for the bond market in the short term’