Advisers reveal their asset allocation decisions for 2018

At our South West retreat last week we asked IFAs some questions about investment, asset allocation and their businesses. Here is what they said.

Planner polling

Polling has been a staple of our conferences and retreats for some years now, and the Citywire South West Retreat in Chepstow last week was no exception.

This year, we asked you all about your bond and equities allocations, along with the sectors you saw the greatest potential in for the future. 

Click on to see the results...

Planner polling

Polling has been a staple of our conferences and retreats for some years now, and the Citywire South West Retreat in Chepstow last week was no exception.

This year, we asked you all about your bond and equities allocations, along with the sectors you saw the greatest potential in for the future. 

Click on to see the results...

Where are you increasing your equities allocation over the next six months?

A Asia Pacific Equities 19%
 
 
B Emerging Market Equities 27%
 
 
C European Equities 8%
 
 
D Global Equities 13%
 
 
E North American Equities 4%
 
 
F UK Equities 29%
 
 
 

Where are you increasing your bonds allocation over the next six months?

A Convertible Bonds 9%
 
 
B Corporate Bonds 21%
 
 
C Emerging Market Bonds 20 %
 
 
D Global Bonds 30%
 
 
E High Yield Bonds 11%
 
 
F US Dollar Bonds 9%
 
 
 

Which sector do you see the greatest potential in?

A Alternative 7%
 
 
B Commodities 27%
 
 
C Mixed Assets 31%
 
 
D Property 6%
 
 
E Ethical/Positive Impact Investing 29%
 
 
 

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