Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
Bonds
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Invesco staying defensive with fixed income overweight as tariff headwinds loom
Quality and low volatility characteristics expected to outperform
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
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What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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Analysis: Is fixed income too expensive?
Concerns have started to emerge on valuations
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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Investment Association: Bonds command August inflows
Third month in a row of overall inflows
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Saxo Bank launches UK investment platform
Zero commission on 100 US stocks between 1 October and 31 December
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‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets