Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
emerging markets
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Quilter Monthly Income adds EMD amid allocation changes
Fund has split its fixed income exposure into four, rather than using a single broad index
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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
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Tillit adds five funds to investment universe
Total number of funds on platform reaches over 100
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Head to head: Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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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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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered
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No bulls in the China shop?
Wellington’s John Mullins looks at the pros and cons of investing in Chinese equities
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven