BNY: Strengthening pound undermining the case for UK equities
The Bank of England and Federal Reserve are diverging
Asset Allocation
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BCA Research: Bitcoin’s volatility is a feature asset allocators can use, not a bug
Bitcoin was compared to a fictional low-volatility asset called ‘boringcoin’
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Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
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Wealth managers increase allocation to digital assets
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets
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Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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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