The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
Investment
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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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Analysis: Is the gold party about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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UK cash savings surpass £2trn for first time
Savers added £51bn to cash this year, but it could be a less attractive option now interest rates are falling
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UK equity funds make first net inflows in 41 months
They lost £25.3bn since 2021 but raked in £317m in November once Budget fears receded
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
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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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US Smaller Companies top November charts following election
Latin America and China worst-performing sectors for November
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St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
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Near all professional investors expect to increase fixed income allocation over next 18 months
Majority of investors are currently underweight fixed income, according to Managing Partners Group