Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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FE FundInfo: UK small caps top May performance charts
‘The UK market finally appears to be garnering attention’
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How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Liontrust’s Husselbee: We’re still bullish on equities but expensive areas at risk
Firm’s head of multi-asset outlines his views on the market
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Morningstar: Fixed income attracts €25.7bn net inflows while equities bleed €1.8bn
Commodities experience largest outflows since Morningstar’s recording began in 2007