The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
Author: Tom Aylott
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UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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Spring Statement 2025: UK economic growth forecasts halve to 1%
OBR cuts GDP expectations amid elevated global uncertainty
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FCA unveils plan to ‘significantly streamline’ its operations
It will automate roles undertaken by employees, but some expressed ‘nervousness around consumer protections’
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Bank of England holds interest rates amid market uncertainty
The central bank followed the Federal Reserve in remaining cautious as Trump threatens global tariffs
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Fed holds rates as Trump’s tariffs downgrade US growth forecasts
The central bank remained cautious as uncertain trade policy risks inflation ‘spiralling’
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Aegon AM enters LTAF market with private credit vehicle
It provides ease of access to asset classes previously off limits to most investors amid growing demand for private markets
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Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
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Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
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Gold passes $3,000 for first time – can it keep climbing?
Market uncertainty is pushing gold to new highs, with elevated investor demand ‘likely to persist’
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Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’