Is it America’s time to shine?
Pictet warms to the US but has downgraded its outlook on one Far East country
Multi Asset
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Pound in your pocket just got lighter
After inflation hits record 3.2% in August
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EM growth set to overtake developed markets?
But go active, as ‘passives haven’t covered themselves in glory’ says Smith & Williamson’s Burns
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Equities ditched as managers expect dramatic profit drop
‘The risk/reward profile looks less compelling’
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‘Increasing anxiety’ over covid resurgence in China
Markets do not seem to be fully registering the threat the Delta variant poses
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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?