What is the future of the 60-40 portfolio?
For the first time in 50 years, the diversification strategy did not deliver
Asset Allocation
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Mena advisers predict surge in fixed income allocation
International real estate and domestic equities also in demand
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Which property sectors hold income investor appeal?
As the world settles into the ‘new normal’ – whatever that means
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Is rising confidence blinding investors to emerging risks?
‘The best time to adjust portfolios is when markets are calm’
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Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’
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Bull market party ‘has to end’
The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he…
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Will 2017 be the year of the active manager?
Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat…
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Malaysia’s Islamic mutual funds see assets decline
Malaysia’s sharia-compliant mutual funds have seen assets under management decline from the peak of 40.7% in March 2016 to 39.4% in March 2017, according to data from Morningstar.
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Time to look again at Emerging Markets, says Invesco
The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.
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European earnings growth set to drive equities in 2017
European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.
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The benefits of buying cheap and holding on
Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.
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Time to top up on European equities?
Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?