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
outlook
-
-
Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
-
Is China at a turning point, or will it disappoint yet again?
Managers are divided on what China’s bold new stimulus package means for the nation’s future
-
Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
-
The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
-
‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
-
M&G’s Woolnough: Dispersion in bond markets creates opportunities for investors
Richard Woolnough gives his outlook for bonds and how investors can take advantage
-
Fidelity’s Price: Japan’s overlooked potential
Nicholas Price argues that Japan equity valuations are still undemanding
-
Weekly Outlook: Full-year results for Derwent London and IAG
Key events for UK wealth managers for the week starting 26 February
-
Morningstar’s Preskett: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett
-
Morningstar’s Mike Coop: An uncertain future doesn’t mean putting paid to investment goals
Morningstar’s Mike Coop talks equity and bond forecasts for 2024
-
Nine investment experts on three key topics: How investors should be allocating in 2024
Market experts shed light on what investors can expect from 2024