Killik & Co launches multi-asset offering
Killik & Co has launched Panel Portfolio, a multi-asset service designed for investors with accounts of at least £750,000 ($1.08m, €973m).
Asset Allocation
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Asset managers keep faith in European equities
The bears have gone back into hibernation, and European equities will return in excess of 5% in the remainder of the year. That’s the almost unanimous opinion of international asset managers.
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Money market fund sales surge tenfold as total AUM hits record
Investor appetite for cash grew markedly in 2015, the latest set of Investment Association fund statistics show.
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Fund selectors rediscover EM equities
Investors are often accused of buying into a trend too late, when markets have already gone up a fair bit. But Europe’s fund buyers are putting on a brave face, and are already planning to move back into emerging market equities before they bounce back.
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ANALYSIS: Are investors clutching at straws with their Japan overweights?
Japanese equities are enjoying a place in the rising sun in terms of the preferences of many investors, but is this a sound decision destined to yield rewards or an act of desperation?
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Brooks Macdonald: US rate cycle the biggest risk out there
The number of risk profiles developed by bespoke wealth manager Brooks Macdonald has grown from one to 10. Jonathan Webster-Smith explains the investment process underpinning the model portfolio service he runs, as well as why he believes monetary policy is a driving force.
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UBS WM bullish on Europe, China
A strong overweight on equities in Europe and a surprising move on emerging markets are among UBS’s allocation calls for 2016, according to Patrick Grossholz, Asia-Pacific head of investment management.
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ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
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Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold
United Kingdom equities are in a period of ‘elevated risk’ which necessitates having a thorough ‘safety check’ built into investment processes, according to Miton UK Value Opportunities fund manager Georgina Hamilton.
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London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
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Asset managers shrug off pessimism on US equities
Fund manager sentiment towards US equities had been negative for much of this year, with most asset management companies expecting a negative return over the next 12 months. But their outlook has brightened in October. Fund selectors have also started to be more constructive about the asset class.
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Challenges facing IFAs in the changing world of retirees
From managing money to managing families, Graham Bentley, on behalf of Marlborough International Management, shares his views on the best practice for IFAs.