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’
Equities
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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