AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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US Equities
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Ninety One: Why investors should be optimistic this Blue Monday
There are glimmers of opportunities amidst uncertain global market conditions, writes Paul Vincent
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
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Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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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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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
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Track to the Future – with William Blair’s Tom Ross
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months