Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
Multi Asset
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Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
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Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
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Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
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Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
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Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal