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
Magnificent Seven
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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Premier Miton’s David Jane: These six stocks are profit magnets but share a key risk
Earnings growth for these companies has been outstanding
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CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
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Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Dynamic Planner’s Chris Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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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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Nedgroup’s Louis Hutchings: US small caps simply cannot be ignored
Louis Hutchings, portfolio manager at Nedgroup, on the enduring appeal
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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