CEO Salim Ramji cites inefficiencies and opportunities in the asset class
A balanced portfolio has the best chance of preserving the long-term value of pension savings against price rise shocks
Analysts have long predicted some $6tn held in US money market funds might move into riskier assets like equities
We are entering a new regime where bonds offer greater value than equities
Looking Sharpe
Turmoil suggests asset prices might not have been in the right place to begin with
Four reasons why the ‘rope-a-dope’ strategy should narrow a valuation gap with a growth-orientated approach
The interests of investors and asset managers are difficult to align
Greg Coffey’s hedge fund made hundreds of millions of dollars in recent sell-off
High-yield savings and caution over market volatility and economic sentiment have left up to $1.5tn out of the market
Next spring’s expected UK pensions bill would be a good opportunity to boost auto-enrolment contributions
Passive investment strategies have outperformed, saving investors a fortune in fees, but it doesn’t always pay to be lazy
Headline market returns have been stellar, but beneath the surface things are far less positive
How investors should adjust the traditional 60/40 investment split
In an era of stickier inflation, perceptions of the relative risk of different assets are changing
Rising margins underpin valuations despite worries that the market is expensive
Platform group launches index tracker fund product — at long last
The widespread belief that the stock market just wants to go up is conflicting with the prospect of higher-for-longer rates
It’s time to look again at fixed income
Losses have been brutal in US but strong gains have been made internationally since depths of Covid pandemic
Investors are going to be investing for so long that a fixed income-laden portfolio is far from optimal for them
Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations
The prospects for returns are much brighter, with bond yields at the highest levels since the global financial crisis
Current international tensions are concerning for markets but not unprecedented
Recent turnaround still owes most to a steep and persistent valuation discount
