Damian Fantato

Dec 4, 2024 | ftadviser.com | Damian Fantato

The re-election of Donald Trump as president of the United States prompted a market rally — presumably in large part due to the prospects of a certain outcome rather than weeks or months of legal wrangling over the winner. But the result has prompted many discussions about the state of the US economy — which from many perspectives is in a very good place despite what American voters seem to think — and about what comes next. For example what impact will a trade war have on US companies?

Nov 11, 2024 | ftadviser.com | Damian Fantato

Alternative investments have become an increasingly important part of portfolios, with alts such as absolute return and hedge funds making up about 10 per cent of the average DFM portfolio according to our database. When other assets such as property, infrastructure, commodities and private equity are added to this, it reaches an average of 15 per cent. The world of alternatives has also grown to include an increasingly wide range of assets including, most notably, music royalties.

Sep 29, 2024 | ftadviser.com | Damian Fantato

Investors have been pulling money from UK equity funds for years. According to the Investment Association, the UK All Companies sector has been the worst-seller among retail investors in seven of the past 10 years with more than £10bn of net outflows in the past year alone. But his narrative has been accompanies by the repeated claim among many portfolio managers that UK equities offer very good value. This, however, has not moved the dial.

Apr 7, 2024 | ftadviser.com | Damian Fantato

Welcome to Asset Allocator's latest special report, which is supported by JPMorgan Asset Management. It is almost impossible to talk about global equity markets at the moment without the magnificent seven coming up in conversation. But this is simply one of the developments which has taken place in equity markets recently. So this month we sit down and look in depth at how portfolios are addressing that conundrum and we then look beyond that at whether the answer lies in Europe.

Mar 7, 2024 | on.ft.com | Damian Fantato

Chancellor Jeremy Hunt is likely only able to afford the planned cut in national insurance because the continuing effects of fiscal drag...