Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
Asset Allocation
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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
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Election prompts four in 10 investors to tweak portfolios
Only 13% looking to increase their investments in the UK market
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%