Traditional asset allocation models tend to use the language of fixed income when comparing equities and bonds, with measures of yield the focus.
Portfolios should still have a significant allocation to equities, Standard Chartered Bank’s Wealth Management Advisory Group said.
European investors are sitting on large cash piles, and are waiting for volatility to ease a bit before hunting for opportunities.
Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.
Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.
After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.
The average low-risk portfolio increased by just 0.3% in value during Q1 2016, though this was still a stronger result than the medium and high-risk buckets.
Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
There is an overriding focus on cost rather than value at work within the financial services sector, says Jason Broomer, head of investment at Square Mile Investment Consulting and Research.
Parmenion has decided to take risk off the table within its range of risk graded portfolios.
Asset managers are dealing with an increasing amount of factors when they construct a portfolio, which raises the chances of error, according to Craig McGee, partner at Sherpa Funds Technology in Singapore.
Savvy investors can still achieve the yield they need despite dividend cuts to the FTSE All-Share that have brought UK equity income funds back into focus
Having been much-maligned over the past few years, gold has performed rather well in 2016 as volatility has risen and investors look for safe havens. However, there remain questions as to its true value
Global asset managers have favoured European equities over their UK counterparts since autumn 2014, according to Expert Investor fund manager sentiment data. The advent of the Brexit referendum only seems to widen the gap.
Despite political and economic turmoil and the threat of Brexit, European equities are still packing a punch with investors
Although commodities are still being treated with a great deal of suspicion, by taking a long-term view investors could reap the rewards of the consolidation that is already underway in the sector.
French asset allocators significantly outperformed their global peers in 2015, while UK managers came in second, new research by Natixis Global Asset Management shows.
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