The asset allocator diary: John Husselbee
A week in the life of John Husselbee, head of multi-asset at Liontrust, week commencing 13 May
Asset Allocation
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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’
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ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Meet the asset allocators: Chris Metcalfe
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
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The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
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The asset allocator diary: James Sullivan
A week in the life of James Sullivan, head of Tyndall Partnerships, week commencing 15 April
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Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
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The asset allocator diary: Yoram Lustig
A week in the life of Yoram Lustig, head of multi-asset solutions EMEA & Latam at T Rowe Price, week commencing 18 March
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered