Trump tariffs: A looming disaster for the global economy?
Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
Diversification
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WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
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Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
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VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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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