Advisers back bonds and US for 09

clock

Over 80% of advisers plan to increase their allocation to corporate bonds in 2009 while nearly 75% intend to build their clients' exposure to the US, according to a survey of 540 attendees at the Unique Boutiques Conferences.

Sentiment among IFAs is becoming more bullish with 58% planning on decreasing cash weightings in client portfolios. Within UK equities, large caps continue to look attractive with some 57% favouring large caps over the next year. While 85% of those surveyed will either maintain or reduce their current small cap weightings, 82% intend to preserve or cut their mid cap exposure, suggesting portfolios will remain defensively positioned. The fourth annual Unique Boutiques Conferences included presentations from Thames River Capital's Rob Burdett and Gary Potter, SVM Asset Management's Coli...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Taking the rough with the smooth: How to navigate global market volatility

Taking the rough with the smooth: How to navigate global market volatility

'Like investing, smoothing isn't one-size-fits-all'

James Tothill
clock 13 June 2025 • 4 min read
Four key questions to guide informed investment decisions

Four key questions to guide informed investment decisions

Does the story make sense?

Gabriel Sacks
clock 12 June 2025 • 4 min read
Neil Woodford to charge up to £70 a month to access portfolio platform

Neil Woodford to charge up to £70 a month to access portfolio platform

W4.0 launches

Cristian Angeloni
clock 06 June 2025 • 2 min read