British investment firm Ruffer’s current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather than accumulate capital.
New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets.
Investors are flocking to risk stocks in the hope of an early Fed pivot following a better-than-expected US inflation report. While it is too early for a pivot, according to Atchison Consultants, the longer-term outlook for fixed income is positive.
Senior secured loans act as an important inflationary hedge in times of rising inflation according to Invesco’s chief investment officer.
Jan Anton van Zanten, SDG strategist at Robeco, speaks with The Inside Investor about the asset manager’s new SDG scoring framework aimed at measuring companies’ sustainability impacts.
Chinese deflation is exacerbating US inflation, which could lead to further wage price spiraling and a US core inflation figure stuck above 3.5 to 4 per cent according to BCA Research.
Crypto currency funds at Holon Investments were dealt a severe blow after ASIC slapped a temporary halt based on heightened risks concerns
The acronym ETF confuses over 100,000 people per month, but it’s not the only jargonistic term that is baffling a new wave of investors according to research.