Equities
Neuberger Berman is cautious on equities but not bearish yet
As long as earnings hold up and a recession is avoided, a substantial decline in equity markets ‘remains unlikely’
Commodities | 19 Apr 22
Global economic growth sentiment hits record low
Asset allocators need to be ‘more creative’ than relying on the 60/40 model
Alternatives | 17 Mar 22
Private bank downgrades equity weighting to ‘disinclination’
As it upgrades gold exposure from positive to preference status
Asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
Investors continue to shun UK equities
British market has ‘struggled in recent years, partly due to its inherent value bias’