Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
Author Archives: Portfolio Adviser
St. James’s Place updates asset allocations amid ‘soft landing’ base case
The wealth manager’s confidence in global high yield and global EM equities has lowered.
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.
Robeco launches Emerging Markets ex-China Equities fund
By eschewing China, the fund will allow investors to gain exposure to smaller emerging markets such as Korea, Taiwan and Brazil.
The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are now trading at steep discounts, but could they be overdue a re-rating as the investment case remains strong.
SJP’s Sarah Ruggins on the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.
Baillie Gifford forms dedicated Chinese equities team
Mike Gush and Roddy Snell will relinquish their roles on Baillie Gifford’s China specific funds as part of the reshuffle.
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study.
A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes.