Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
Bonds
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Lipper: Bonds attract €24.5bn amid rate cut anticipation
Equities also attracted over €18bn
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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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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year
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Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
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Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Premier Miton’s Rayner: Markets becoming ‘increasingly centrally planned’ over decades
‘Governments, and their agents such as central banks, are very much involved in controlling economies and financial markets’
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios