Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
Multi Asset
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund
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The asset allocator diary: Yoram Lustig
A week in the life of Yoram Lustig, head of multi-asset solutions EMEA & Latam at T Rowe Price, week commencing 18 March
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Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
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Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered
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Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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No bulls in the China shop?
Wellington’s John Mullins looks at the pros and cons of investing in Chinese equities
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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Sector in review: IA UK All Companies
Adam Lewis looks at whether it’s time for retail investors to re-assess their views on the IA UK All Companies sector