Sector in review: IA Corporate Bond
Adam Lewis looks at why investors flocked to corporate bonds last year and the outlook for the asset class in 2025
Diversification
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SJP’s Justin Onuekwusi: Fishing for fat tails
The CIO looks at how investors can navigate an investment environment of extremes as new governments globally get to work
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Analysis: Investors buckle up as Trump gets to work
What impact will the incoming administration have on individual companies and stockmarkets as the president rolls out a slew of executive orders?
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Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
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Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
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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
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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