Asset Allocation
Emerging Markets | 31 Mar 17
Time to look again at Emerging Markets, says Invesco
The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.
European earnings growth set to drive equities in 2017
European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.
Investment | 22 Feb 17
The benefits of buying cheap and holding on
Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.
Time to top up on European equities?
Recent eurozone data has certainly given investors something to think about. Should the action that follows this thinking be to increase the weighting of European equities in their portfolios?
Asian investors stream into multi-strategy funds
Money poured into multi-strategy funds from Asian investors in 2016, while global bonds bled the most, according to data from Morningstar.