BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
Asset Allocation
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ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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Three ways asset allocators are buying bond funds
Spokespeople from IBOSS, Square Mile and One Four Nine give their thoughts on fixed income
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Wealth managers increase allocation to digital assets
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets in the next three years
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Free Spirit: Things can only get better for the UK
Pension fund allocations to the UK are dwindling, but David Beggs says Labour could reinvigorate domestic investment
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Asset owners cite regulation as key concern in 2024
But inflation and interest rates remain biggest worry, according to the JPES Partners Asset Management Agenda report