Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
They lost £25.3bn since 2021 but raked in £317m in November once Budget fears receded
A week in the life of Fabiana Fedeli, CIO equities, multi asset and sustainability, M&G Investments
Majority of investors are currently underweight fixed income, according to Managing Partners Group
Group will launch £4.5m in cost-saving measures over the coming months
Quality and low volatility characteristics expected to outperform
Fears president-elect’s policies will be inflationary
The managing director says outflows from money market funds will ramp up as we head towards the new year
Bonds balloon by £631m while money markets increase £402m
Commentators believe ‘systemic risks to the market are low’