Asset allocation

Consistent 30 annual review: funds in 2019 that pass our ‘quality’ tests

A year on, we reveal the most reliable top-performing funds identified in 2018 and replace those that have fallen from grace.

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The case for multi-manager funds in an Isa or Sipp

Witan’s Andrew Bell tells Faith Glasgow about the unique value of a multi-manager approach.

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Are surreal gains heading for reality rabbit hole?

Markets are partying, but our five-strong panel of experts explain why its more akin to Alice in Wonderland finance, and outline their consequent strategies.

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Overseas shares that investors should learn to love

Tom Bailey argues the case for looking beyond the UK for the best dividend-paying shares, flags up potential pitfalls, and asks professional investors to tip their favourites in different regions.

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Tactical Asset Allocator: lessons learnt from investing in ‘star’ economies

As we bid farewell to this portfolio, we reflect on the fortunes of a key theme in the portfolio and flag up macro risks that investors will need to keep an eye on.

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How to strike a better balance in an era of lower returns

The days of achieving steady, inflation-beating income from a mix of shares and bonds are gone. We explore how investors can strengthen their portfolio using alternative assets.

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Tactical Asset Allocator: China powerhouse offers pocket of opportunity

The US market looks overcooked, while other developed markets as a whole have been under the weather of late. However, Ceri Jones sees a pocket of opportunity.

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The law of unintended consequences

David Jane examines liquidity and how it can disguise other types of risk.

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Tactical Asset Allocator: India has a future too bright for investors to ignore

Rapid growth and soaring take-up of e-commerce makes the country a captivating prospect.

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