Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
Multi Asset
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Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
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Lombard Odier Investment Managers launches global macro strategy
DOM Global Macro joined last April from Credit Suisse
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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The asset allocator diary: Fabiana Fedeli
A week in the life of Fabiana Fedeli, CIO equities, multi asset and sustainability, M&G Investments
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abrdn appoints head of global multi asset as Russell Barlow steps down
Darren Wolf to succeed Barlow
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Liontrust to cut 25 jobs as profits dip
Group will launch £4.5m in cost-saving measures over the coming months