BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
commodities
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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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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Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
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Sector in review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
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FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
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Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying