Stagflation fears hit highest levels since 2008
Expect volatility throughout the summer and beyond, Liontrust says
Author: Adam Lewis
-
-
Janus Henderson ups exposure to Chinese equities
They ‘have already experienced a major bear market, a significant valuation derating and wholesale investor capitulation’
-
‘Uncomfortable’ bear market has opportunities for active mangers
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings
-
Bear market offers short-term bond opportunities
But Rathbones will maintain watchful eye on prices and may look to sell before maturity
-
Alternatives attractive to multi-asset managers
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
-
Pictet predicts asset allocation ‘shake up’ over next five years
Firm says emerging markets and alternatives can achieve double-digit returns
-
Advisers up allocation to thematic funds
As 95% report an increase in client demand over the last 12 months
-
Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive
-
Dash for cash hits highest level since 9/11
Allocations to defensive assets jumped to 43% in May as global economy outlook darkens
-
Long duration assets can play ‘important role’ in portfolios
To protect returns against the volatility expected in the months ahead
-
Pictet AM reduces exposure to Chinese equities
Country’s worst covid outbreak causing disruption to the economy
-
US recession on the horizon?
Portfolios should be positioned to expect a more turbulent economic environment