Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
Equities
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Morningstar: Are basic allocation strategies still relevant?
New research report titled ‘Multi-Asset Investing: A Difficult Sport’
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Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
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It’s time for multi-asset managers to ditch bond proxies
Bond income bounce is allowing multi-asset managers to shift their portfolios
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Earnings and growth disconnect creating key opportunity
Mirabaud’s Anu Narula looks at the potential tailwinds for equities in 2024