With bond yields facing upward pressures as the global economy heats up, finding diversification across traditional asset classes has been increasingly difficult. Equity valuations, which were propelled by low interest rates in the
past decade, are vulnerable in the face of rising bond yields.
New research from Alpha Real Capital (“Alpha”), the specialist manager of secure income real assets, reveals UK pension schemes are increasingly focusing on Lifetime Mortgages as an asset class.
As one of the world's largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening.
CPR Asset Management has introduced optional hedges in its portfolios and has started to marginally reduce its net exposure to equities. The management company nevertheless retains a bias favorable to the value segment, the potential of which remains significant in its eyes...
New research with institutional investors and wealth managers reveals the growing demand for metal investment funds with a strong ESG focus, ensuring the metals are sustainably and ethically sourced.