Downing’s Evan-Cook: Why investors shouldn’t ditch multi-asset funds despite cash rally
Simon Evan-Cook weighs in on cash versus multi-asset performance
Simon Evan-Cook weighs in on cash versus multi-asset performance
Investors dropped cash allocations from 11% to 8.9% last year as confidence in equity markets improves, says Interactive Investor
Investors increasingly bullish towards UK market
JP Morgan analysts warn of threat to profitability
A record $5.7trn has been amassed
Firm sees increased uncertainty for risk assets
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Macro conditions could help UK stocks recover versus peers
Assetco’s chair on learning from your mistakes, holding your ground when performance takes a tumble and, most importantly, remaining optimistic
Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
Valuations could fall further if weaker economic data and earnings induce panic-selling