Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
Multi Asset
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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BlackRock MyMap growth shines light on rapid rise of multi-asset funds
The range has reached £1.84bn in asset value
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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Rob Thorpe: Data is important but relationships matter
Distribution Alpha’s Rob Thorpe looks at the growing importance of data in distribution
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts