Alternatives | 28 Jul 22
HNWs bid goodbye to 60/40 portfolios in alternatives push
Equities and bonds no longer seen as safe havens when recession fears increase
Alternatives | 26 Jul 22
Investors urged to seek strategies with uncorrelated characteristics
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
Stagflation fears hit highest levels since 2008
Expect volatility throughout the summer and beyond, Liontrust says
Janus Henderson ups exposure to Chinese equities
They ‘have already experienced a major bear market, a significant valuation derating and wholesale investor capitulation’
‘Uncomfortable’ bear market has opportunities for active mangers
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings