Head to head: Will the year of the dragon herald better times for China?
Is investing in China all bad news? James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year
Equities
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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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