One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
Asset Risk Consultants
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ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
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Head to head: Pedal to the metal
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
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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
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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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ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift