Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
Asset Allocation
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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%
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The asset allocator diary: John Husselbee
A week in the life of John Husselbee, head of multi-asset at Liontrust, week commencing 13 May
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Liontrust’s Husselbee: We’re still bullish on equities but expensive areas at risk
Firm’s head of multi-asset outlines his views on the market
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Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
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Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’