Real assets in 2026: Positioning portfolios for a more fragmented world
Fulcrum’s Shiwen Gao on how to invest in a fragmented global economy.
Multi Asset
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The asset allocator diary: Chris Metcalfe
A week in the life of Chris Metcalfe, CIO, IBOSS Asset Management
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SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
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AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
Firm has also upped diversification on fixed income side
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Will AI spending pay off?
Tyndall’s James Clunie warns against exposure at any price
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Shifting sands: How to manage structural change
From AI to weight loss drugs, investors need to keep on top of a changing world, writes Fahad Hassan
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Quilter partners with Standard Life to launch smoothed fund range
Range comprises three funds aligned to different risk profiles
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Clients may need a defensive tilt for uncertain markets
Now is the time for prudent risk management, writes Bentley Reid’s Paul O’Neill
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Calastone: 2025 marks worst year in over a decade for equity fund flows
£6.7bn withdrawn from equity funds across 2025, according to Calastone’s Fund Flow Index
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AJ Bell expands Gilt MPS range
Gilt MPS 4 holds four gilts maturing between 2026 and 2029
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Upheaval, diversification and the march of innovation
Fahad Hassan looks at how investors can continue to mitigate against risk in 2026
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Schroders: Advisers up alternatives exposure as volatility concerns persist
Emerging markets weightings also on the rise according to latest Schroders Financial Adviser Survey