defensive

Funds management

Managers make biggest move to bonds in over a decade

Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....

Funds management

Fund managers maintain ‘uber bearish’ outlook

Global economic sentiment among fund managers has plunged to new lows, with cash holdings at a record high amid stagflation expectations, according to Bank of America....

Funds management

Three consumer stocks for defensive plays

Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....

Funds management

Investors flock to defensives despite market rally

Defensive exchange traded funds have seen an ‘unusually large’ volume of inflows in the past week, according to ETF Securities, suggesting investors are distrustful of th...

Funds management

Gold will soar: Datt Capital

Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....

Funds management

Magellan moves to 15% cash amid COVID-19 chaos

Magellan has updated its investors on portfolio positioning in its flagship Global fund saying it has moved from 3% to 15% in cash and is monitoring its exposure to compa...

Funds management

Investors seeking safe havens in ETFs

Investors are still seeking safe havens in ETFs amid market volatility, according to Vanguard....

Funds management

Lumenary cuts cash by 56%

Lumenary Investment Management has reduced the cash weighting on its Global Founders fund by more than half, having previously held more than 50% of the fund in cash....