Analysis from Shane O’Brien, Senior Investment Director & Head of Multi-asset & Macro Investment Specialists at Aviva Investors
Three key questions are currently on investors’ minds and dominate discussions. The first is whether US equities now take too large a share of equity or multi-asset portfolios; The second considers if bonds are still a good investment and what is their place in multi-asset portfolios; And the third explores how multi-asset funds are being affected by environmental, social and governance (ESG) factors.
- Do US equities take too great a share of portfolios?
Accounting for 62.6 per cent of the MSCI All Country World Index as at end-February 2024, US equities take a significant share of many equity portfolios.i So should we be worried about the dominance of the US market?
To answer that question, the first thing is to look at what regional weights have looked…
