Morningstar: Political clarity could lift German equities
The upcoming election in Europe’s largest economy may provide a tailwind
Asset Allocation
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Mirabaud: Are gold miners a better buy than gold itself?
John Plassard, senior investment specialist at Mirabaud Group, shares some thoughts
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Fidelity: Intermediaries increase active ETF exposure
61% of intermediaries expect to increase their allocation to active ETFs over the next 18 months
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Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
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Gold heading for fresh highs as inflation and tariff fears rise
Central banks have been acquiring more
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Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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Yearsley: Financials ‘surprise winner’ of 2024
Latin America plummets over 25% in the year
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Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year