J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
Author: Adam Lewis
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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’
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46% of UK investors eye funds focused on reducing carbon emissions
‘We see this trend gathering substantial pace over the next few years’
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Is retail investors’ appetite for risk increasing?
Cost-of-living crisis is hampering their ability to invest
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Rathbones expects high inflation to continue despite OBR prediction
‘Near 0% interest rates of yesteryear seem confined to history’
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Should commodities be a key asset class for investors?
WisdomTree believes that the case for broad exposure is ‘compelling’
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PAM adds multi-asset allocation to inflation-linked bonds
But remains cautious on economically-sensitive fixed income such as high yield
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Retail investors need to start thinking ‘outside of the box’
Schroders’ Keith Wade believes that inflation is set to become much more of a problem over the next decade
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How should investors position portfolios to cope with recession?
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
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What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges
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Invesco takes ‘cautious’ and ‘selective’ stance on equities
But the firm does not believe the asset class will stay on side lines forever