Asset allocation

A ‘Geoff Boycott’ approach to Investing

Andrew Craig of Plain English Finance asks whether investors could learn from the English cricket legend’s highly defensive but effective batting strategy. 

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Investment trust portfolios annual review - expert tips

Three experts whose research we find particularly helpful all made creditable choices for the last 12 months.

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Saltydog: Trump's tariffs won't resolve global trade issues

The trade tariff war is a little like putting dirty fuel into your car and then wondering why it won’t run, says Douglas Chadwick

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Why we are strengthening portfolios with hard assets

Infrastructure and other hard assets should benefit from a stronger economy and play a defensive longer-term role

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The dangers of too much portfolio diversification

Investors risk over-diversifying portfolios in the belief they are reducing volatility, only to end up impacting returns.

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Tactical Asset Allocator: US sets pace but risks hard to weigh

The US economy is growing, but slowing jobs growth, higher oil prices and interest rate hikes suggest near-term risk ahead.

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Twilight zone fears for equity markets

Despite apparently benign market conditions, our panellists have become more cautious in their outlook.

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Meet the manager: Foreign & Colonial is a world beater

In the run-up to F&C’s 150th anniversary, manager Paul Niven explains why he prioritises asset allocation over stockpicking.

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How our expert panel are playing the market ‘melt-up’

The panel’s principal worries for 2017 failed to materialise, leaving them optimistic about prospects for 2018.

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