Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
Multi Asset
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ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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The asset allocator diary: John Husselbee
A week in the life of John Husselbee, head of multi-asset at Liontrust, week commencing 13 May
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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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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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Sector in review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
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Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector