Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
Author: Cherry Reynard
-
-
Analysis: Is the gold party about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
-
Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
-
Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
-
Analysis: Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
-
Analysis: Bond market scepticism on Trump victory
Fears president-elect’s policies will be inflationary
-
Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
-
Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
-
Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
-
Analysis: Is fixed income too expensive?
Concerns have started to emerge on valuations
-
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
-
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride