Rob Perrone News Today

Rob Perrone explores equity market concentration in his latest article for Professional Adviser

Professional Adviser is pleased to introduce the next event in our live Regional Working Lunches Series for 2023.

Professional Adviser is pleased to introduce the next event in our live Regional Working Lunches Series for 2023.

Professional Adviser is pleased to introduce the next event in our live Regional Working Lunches Series for 2023.

For advisers, the current “bleak” economic outlook means real returns on offer to clients will be lower than the previous ten years, delegates heard.

Longer-dated US Treasury bonds could do especially well in a recession according to investment experts.  

As Russia’s war on Ukraine turns financial markets upside down, the conflict has also unlocked new investment opportunities in companies specialising in seeds, herbicides, weapons, energy and oil, according to a fund manager.

There are still a few spots remaining for advisers to go along to in-person PA Working Lunches events, in association with Orbis Investments, with a presentation from Heather Hopkins from the consultancy NextWealth.

Inflation-linked bonds are a double-edged sword when both breakeven and yields are going up according to Rathbones.

With a higher and more volatile inflation, bonds provide low yield and are not able to serve as a counterbalance to equity in portfolios.As a result, a 60/40 portfolio does not appear to be a viable solution anymore. In fact, holding bonds in a portfolio could even be counterproductive.