Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
A few catalysts may be aligning
Coombs outlined the challenges and the assets that could do well
Rayner considers whether a correction is due
Valuations are rich but there are reasons to believe further gains are coming
Added to North America building block
Weightings to government bonds and cash reduced
Firm’s head of multi-asset outlines his views on the market
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
Firm sees a ‘target-rich environment’ for multi-asset portfolios
US equities experience £1.5bn in inflows for first three months of 2024
Follows the signing of a cooperation agreement between the firms
LGIM’s Emiel van den Heiligenberg weighs in on a key question