Evelyn Partners launches Cash and Cautious Bond strategy for advisers
Portfolios can be tailored to individual clients’ timescales and drawdown needs
Bonds
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UK investors pull net £1.24bn from bond funds in April amid market storm
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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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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Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
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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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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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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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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’
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf