Equities
Commodities | 9 Apr 21
3 ways to view single-country allocation opportunities
Geopolitics, structural change and the vaccine rollout will have varying impacts
How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
Retail investors make foray into European private asset space
It has been traditionally available only to institutional players
Only LatAm is cheaper than the UK for investors right now
But Brexit is now a reality – not a risk – so that discount could be set to shrink, says Waverton CIO
Alternatives | 11 Mar 21
Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’