Asset Allocation
Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
Investment | 16 Nov 15
Safety first for Miton’s Hamilton as ‘elevated risk’ takes hold
United Kingdom equities are in a period of ‘elevated risk’ which necessitates having a thorough ‘safety check’ built into investment processes, according to Miton UK Value Opportunities fund manager Georgina Hamilton.
London & Capital remains a China bull
Philippe Legrand, co-founder of the wealth management firm in Hong Kong, reveals two recent fund selections that underscore his asset class views going into 2016.
Investment | 5 Nov 15
Asset managers shrug off pessimism on US equities
Fund manager sentiment towards US equities had been negative for much of this year, with most asset management companies expecting a negative return over the next 12 months. But their outlook has brightened in October. Fund selectors have also started to be more constructive about the asset class.
Retirement | 7 Oct 15
Challenges facing IFAs in the changing world of retirees
From managing money to managing families, Graham Bentley, on behalf of Marlborough International Management, shares his views on the best practice for IFAs.