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The market is in a tricky place right now and close to a cyclical trough, says Obe Ejikeme, quantitative equity analyst at Carmignac.
Up around 20% since the start of the year, assets in client portfolios need to be rotated to take advantage of changing conditions over the next 12 to 18 months, which favour areas such as emerging markets, he argues.
He gave insights on this outlook recently at International Adviser’s Fund Links Forum in central London’s JW Marriott Grosvenor House Hotel.
Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Record annual IHT take last tax year of £7.5bn likely to be beaten
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Fund has split its fixed income exposure into four, rather than using a single broad index
