What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
Equities
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Morningstar: 70% of clients choose savings over investments
Markets at all time-highs also putting off savers
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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Two in three wealth managers still bullish on equities halfway through election-packed year
Sentiment towards equities has improved markedly over the past year
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Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Diversity Project lays out third year of Pathway Programme
Programme will add track for traders and an AI and Investing Technology theme
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Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming