Two in three wealth managers still bullish on equities halfway through election-packed year
Sentiment towards equities has improved markedly over the past year
multi-asset
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Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Rob Thorpe: Data is important but relationships matter
Distribution Alpha’s Rob Thorpe looks at the growing importance of data in distribution
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best
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Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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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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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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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