‘Increasing anxiety’ over covid resurgence in China
Markets do not seem to be fully registering the threat the Delta variant poses
Multi Asset
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Multi asset, ESG and emerging market fund demand to rise
With ethical strategies seeing the strongest uptick
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How best to limit liquidity issues
Trio of portfolio managers outline the measures they are taking in the current market conditions
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Liontrust multi-asset team adds convertibles for first time
They can be used as a ‘hybrid, offering equity and bonds characteristics’
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Has the tide turned for UK funds?
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
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Are multi-asset portfolios set for a shake up?
Questions around whether bonds offer the same protection against market shocks
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What overlooked opportunities should investors be considering?
Large-cap and tech reigned supreme during the pandemic, meaning some areas have been neglected
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What is driving the reflationary spike?
And which assets will be most affected?
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How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
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European value stocks on the ascendency
Airlines, energy, banks and insurance the strongest performers of the past four months
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Tech rally stumble forces investor rethink
Is now the time to sell out of Amazon, Google, Facebook and Netflix?
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We are not out of the inflation woods yet
But ‘incorporating a hedging asset is no free lunch, as it may increase a portfolio’s risk profile’