Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.
New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.