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By Evelyn Partners Financial advisers are accustomed to scrutiny. From Know Your Customer to Treating Customers Fairly, they have long had to prove that they are acting in the best interests of clients. However, this scrutiny is likely to move up a gear over the next 12 months, as Consumer Duty rules, a cost-of-living crisis […]

By Keith Balmer, Director and Portfolio Manager, Multi-Asset, Columbia Threadneedle Investments In 2017, Britain invoked Article 50 of the Lisbon Treaty, triggering the initiation of proceedings to break away from the European Union. The Brexit vote, of the previous year, had been merely advisory, activating Article 50 meant there would be no turning back. It […]

By Tim Drayson , James Carrick, Legal and General Investment Management Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation. Prospects for the global economy are mixed, at best, this year: While the US should follow the UK and Europe […]

By Damien Lardoux, Head of Impact Investing, EQ Investors The level of market volatility seen in 2022 can be disorienting for even the most experienced investors. In challenging markets such as these, we can use valuations to gauge the attractiveness of the stock market over the next few years. With a current valuation multiple of […]

2022 was one of the worst years on record for a US 60/40 portfolio. Here, Louis Finney and Nicole Goldberger, from the UBS multi-asset team, explain the appeal of diversifying exposures beyond traditional stocks and government bonds. For much of the past 25 years, investors have benefitted from a consistently negative correlation between equities and […]

Is the 60/40 portfolio really dead? Newton Investment Management Head of Mixed Assets Investment Paul Flood and Portfolio Manager Simon Nichols see diversification and yield potential in bonds and certain areas of equities markets . The bond bear market may have been seen as the final nail in the coffin of the 60/40 portfolio, but […]

By Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors The big story for investors was the worst equity and bond performance since modern indices began, set against higher cash rates and inflation levels not seen for 30 years. This hurt portfolios and raised five key questions on what investors should look out for in 2023. […]

By Guy Monson, Chief Market Strategist, Sarasin & Partners After nearly a decade of super-easy money, a return to normality won’t be easy. Last year was anything but plain sailing for investors, with all major asset classes declining – the first time we have seen anything on this scale for the last 30 years. However, […]

By Mitesh Sheth, Chief Investment Officer of Multi-Asset, Newton Investment Management The gains of globalisation are behind us and its’ effects are crumbling all around us. We have become so used to a ‘Goldilocks’ backdrop in which a rising tide of central bank liquidity has lifted all boats, with equities, bonds, credit, property, private equity […]

Fidelity Sustainable Multi Asset Fund range portfolio manager Caroline Shaw examines the outlook for the year ahead We expect central banks to have to tighten further if inflation remains sticky on the back of Russia’s invasion of Ukraine, and in the face of slowing growth prospects across most of the world. In these circumstances, we […]