Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
Author: Adam Lewis
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Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
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Now is not the time to lose faith in UK equities
‘Slowing though it may be, the recovery is still for the moment underway and continues to present important opportunities’
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Equity investors eye up Europe
Long-standing aversion driven by ‘myth’ that they act as a detractor to multi-asset portfolios
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Investors are confusing correlation with risk
As SYZ Capital co-founder flags three assets classes that investors should be considering
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EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
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Equities ditched as managers expect dramatic profit drop
‘The risk/reward profile looks less compelling’
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‘Increasing anxiety’ over covid resurgence in China
Markets do not seem to be fully registering the threat the Delta variant poses
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Is rising confidence blinding investors to emerging risks?
‘The best time to adjust portfolios is when markets are calm’
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Should more MPS providers work on ‘reliance on others’ basis?
Potential legal and PI cover benefits for advisers compared with the traditional ‘agent as client’ approach
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Strong performance prompts Iboss to trim UK equity sails
But the firm’s investment director remains positive on the sector and ‘particularly optimistic’ on income funds
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Have Chinese tech firms become ‘uninvestable’?
Crackdown on educational services sector had a knock-on effect across the industry