Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
Bonds
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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
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
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Mediolanum adds two funds to its ESG product range
Multi-manager funds listed as SFDR Article 9
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Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver