Macro Views
How should investors position portfolios to cope with recession?
Liontrust’s John Husselbee says he is ‘more positive, albeit cautious, for the year ahead’
Alternatives | 16 Feb 23
What can investors do to tackle the 60/40 portfolio issue?
Market is ‘not all doom and gloom’ despite challenges
Janus Henderson walks back longstanding bond duration underweight
As it predicts policy rates will peak in early 2023
Liz Truss wins race to succeed Boris Johnson as UK prime minister
There will be ‘no honeymoon period’ for the newly appointed PM
Investors warned against ‘fighting the Fed’
They could be ‘buying the dip in the face of relatively straightforward central bank policy’
