Search Result(s)

There are 10 item(s) tagged with the keyword "Asset allocation".

Displaying: 1 - 10 of 10

60/40 isn't dead – it just needs a rethink

Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.

Tags: LGIM, MPS, Asset allocation, Index fixed income, Active strategies, Active fixed income
Deglobalisation is just getting started

The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.

Tags: LGIM, Asset allocation, United States, Productivity, Politics, Election, China, Asia, Central banks
UK election special: our experts discuss investor implications

The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy.

Tags: LGIM, United Kingdom, Election, Asset Allocation
The Big Spend – Investing in the Real World

Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.

Tags: J O Hambro Capital Management, Investments, Asset Allocation, Equities, Global Equities
Trigger Warning – the Rush for Post-Peak UK

Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?

Tags: J O Hambro Capital Management, Investment Strategy, Asset Allocation, Active Equity, UK Equity
Why bonds are back in favour

Newton head of mixed assets investment Paul Flood on why bonds are playing a bigger role in multi-asset strategies.

Tags: Asset allocation, Bonds, Multi-Asset, Inside the Fund Manager's Head
Is cash still king?

Newton head of mixed assets investment Paul Flood on the role of cash in multi-asset strategies.

Tags: Cash, Asset allocation, Bonds, Multi-Asset, Inside the Fund Manager's Head
How is the moderate strategy allocated

Newton head of mixed assets investment Paul Flood talks about what he thinks makes a 'moderate' asset allocation. 

Tags: Asset allocation, Bonds, Multi-Asset, Inside the Fund Manager's Head
A close look at the US labour market

 In 2020, the impact of the pandemic on the US labour market was unprecedented, with the unemployment rate in the country hitting 14.8% at its peak and the number of unemployed soaring, from some 7 million to over 23 million. In this brief note we take a close look at the US labour market today and discuss why it is important for investors to watch in the coming months.

Tags: M&G Investments, multi-asset, Macroeconomics, Inflation, US, Asset allocation
Asset Allocation Podcast: Changing patterns - a return to normal?

Fidelity’s asset allocation group gather to discuss how they are positioned this month - and here you can listen in on their February debrief, hosted by Richard Edgar, Editor in Chief.

Tags: investment, investing, asset allocation, markets, podcast

Displaying: 1 - 10 of 10