After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again.
Author Archives: Adam Lewis
Adam has been a freelance journalist and content editor since 2015. A journalist and editor with over 15 years experience, until 2015 he worked as editor of Fund Strategy for three years, and worked on the same title as deputy editor there seven years. Prior to this he was reporter at Investment Week.
‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced.
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023.
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges.
The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
Pictet AM reduces exposure to Chinese equities
The country’s worst covid outbreak is causing disruption to the economy.
Neuberger Berman is cautious on equities
But if earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’.
Alternatives as an inflation hedge
Exposure to commodities could mitigate risks for multi-asset managers.
Chinese stocks could hedge against Russia-Ukraine conflict
Pictet overweights China equities to take ‘advantage of attractive valuations’.
