Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
Author: Adam Lewis
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Sector in review: IA £ Strategic Bond
Adam Lewis looks at why the IA £ Strategic Bond sector has seen outflows in 2023
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’60/40 portfolio not as effective as it once was’ says T Rowe Price head of multi-asset solutions
Yoram Lustig speaks with Adam Lewis on the latest installment of Asset Allocators on PA+
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Appealing spreads sees Sarasin overweight quality credit
As it feels the worse of the interest rate rises is now over
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‘Investors need to think in terms of risk premiums not asset classes’ says deputy head of multi asset at Nordea
As the uncertainty around stocks and bonds has continued this year
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Sector in review: IA Targeted Absolute Return
Adam Lewis looks into the popularity shift of the IA TAR sector in recent years
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Higher cash rates should not sway investors from multi-asset – Iboss
Advisers report clients querying the merits of risk assets over cash
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Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022
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Multi-asset income funds increase exposure to higher quality bonds
As Morningstar warns investors on their trade-offs
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J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
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Portfolio diversification ‘completely failed’ in 2022
Head of multi asset at Liontrust does not believe it is the end for 60/40 investing
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Advisers set sights on capital accumulation funds
‘Many UK equity managers consider the market to be offering particularly good relative value’