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It’s not what you pay, it’s what you own
While markets have made a strong recovery, the prospect of more rate rises looms
There will be greater divergence between companies and countries
Big fund managers take biggest ‘underweight’ position in Wall Street equities since 2005
Investors using the traditional equity-bond allocations took a 17% hit last year
A new regime of greater macro and market volatility is here to stay
‘Gravitational force’ of era of higher interest rates yet to be fully felt, says asset manager
The market chaos could lead to reduced demand for private assets, including property and infrastructure projects backed by the government
Many asset managers have been caught off guard by the unpredictability of continuing global market ructions — some are battening down the hatches, while others sense opportunity. Plus: China fails to stem bond outflows as property woes persist
‘Pay for success’ model puts donor capital to work, but scalability of the asset class proves elusive
Global asset managers under pressure to cut holdings as Beijing clamps down on developers
Borrowers’ exposure to rising rates heightens risk for managers with less defensive portfolios
Analysts predict greater recovery potential than for developed economies if inflation and interest rates stabilise
Impact of quantitative tightening adds to concerns as liquidity continues to fall
For all the buzz over collectable asset classes, it is easy to forget that the S&P has outperformed them by miles
Even deliberately diffuse funds can still be caught by overexposure to once-fashionable companies
Investors’ Chronicle screened for smaller funds with high levels of risk-adjusted outperformance
Prospective returns from the traditional 60/40 portfolio over the long term continue to appear low
There are good arguments for holding many more than 30 stocks
And is risky credit cheap?
Novice investors are better served by passive funds, says Blue Whale co-founder
Asset managers return to expensive growth shares amid shifting views on rates and inflation
Investment group increases stakes in Apple, Paramount Global and oil companies
Fractional ownership of artworks is becoming big business — but does it stand up as an investment?
It is important to keep an eye, and a lid, on position sizes
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