Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
Equities
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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
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best
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Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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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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Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%
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Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays
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How derivatives can offer protection from unpredictable markets
Jack Roberts, a fund manager at Atlantic House Investments, makes the case