Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
Inflation
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Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
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ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024
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Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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CT Fund Watch: IA Japan houses the most consistently performing funds in first quarter
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
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Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
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Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data