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
Asset Allocation
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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
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Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
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The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
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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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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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Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams