The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
Asset Allocation
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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
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Invesco staying defensive with fixed income overweight as tariff headwinds loom
Quality and low volatility characteristics expected to outperform
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The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
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Boxing clever: Alpha generation versus downside protection
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
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Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance
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The asset allocator diary: Chris Robinson
A week in the life of Chris Robinson, MPS investment director at Premier Miton, week commencing 14 October
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Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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BNY: Strengthening pound undermining the case for UK equities
The Bank of England and Federal Reserve are diverging