There are 11 item(s) tagged with the keyword "Asset allocation".
Displaying: 1 - 10 of 11
President Trump has announced far higher tariffs across all trading partners than markets expected. What’s next for the US economy and markets?
Adding multi-faceted, flexible fixed income sectors into the bond portion of a multi-asset portfolio could boost diversification.
The US has pivoted towards protectionism and industrial intervention. The presidential election will help determine the speed of deglobalisation.
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.
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.
Falling rates should trigger a UK rally – will you go for yield or for high-growth technology?
Newton head of mixed assets investment Paul Flood on why bonds are playing a bigger role in multi-asset strategies.
Newton head of mixed assets investment Paul Flood on the role of cash in multi-asset strategies.
Newton head of mixed assets investment Paul Flood talks about what he thinks makes a 'moderate' asset allocation.
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.
Displaying: 1 - 10 of 11