Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
US equities
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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Quilter Cheviot adds Artemis US Smaller Companies fund to MPS
Added to North America building block
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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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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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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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Quintet partners with BlackRock to roll out multi-manager range
Follows the signing of a cooperation agreement between the firms
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Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
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Advisers expect UK equities to bounce back and property to struggle
200 advisers interviewed by Opinium for Aegon report