SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
Asset Allocation
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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Market inefficiency and ‘dehumanising’ investing
ECP’s Dr Manny Pohl and Damon Callaghan look at the behavioural shortcomings which cause investors to fail
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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Two in three wealth managers still bullish on equities halfway through election-packed year
Sentiment towards equities has improved markedly over the past year
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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EuroFSS: UK fund selectors reduce exposure to private equity
While investments in private equity grow across Europe
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best