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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.
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
