EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
‘The risk/reward profile looks less compelling’
Markets do not seem to be fully registering the threat the Delta variant poses
With ethical strategies seeing the strongest uptick
Trio of portfolio managers outline the measures they are taking in the current market conditions
They can be used as a ‘hybrid, offering equity and bonds characteristics’
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
Questions around whether bonds offer the same protection against market shocks
Large-cap and tech reigned supreme during the pandemic, meaning some areas have been neglected
And which assets will be most affected?
‘Government bonds, in theory a port in a storm, have provided no shelter’
Airlines, energy, banks and insurance the strongest performers of the past four months