In the latest in his regular series for Professional Adviser reviewing the hot topics that have been keeping him busy over the past month, John Husselbee reviews the case for absolute return and 'liquid alternative' funds
As deep-rooted bond bears, we have been watching rising yields in the sector with interest. While we still see a role for fixed income within a broad multi-asset portfolio, we have long been underweight...
Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...
Steps already taken
Increasingly diverse sector
First of planned acquisitions
Feedback from first year