Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
Diversification
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Meet the asset allocators: Chris Metcalfe
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
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The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
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Why investors need to look beyond the election noise
SJP’s Justin Onuekwusi says the most important thing for investors to do regarding the upcoming elections is to stay diversified
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Facing the inflation dilemma head on
Wellington’s John Mullins looks at the multi-asset implications for inflation in 2024
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
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Lock into higher rates now: Making the most of high interest rates
As it poses both challenges and opportunities for savers and investors
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MGIM’s Andrew Hardy: Why portfolio diversification is the only free lunch
Risks of recession are becoming ‘elevated’, according to the head of investment management
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UK investors cling to the comforts of home
Nearly half have more than 50% of their portfolios invested locally
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Beware the investment herd mentality
Now is the time to top up defensive holdings to shield from future volatility, warns Quilter Investors
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Do government bonds offer the same level of protection?
‘Now more than ever, investors must focus on diversification’