Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Shaniel Ramjee on the current state of corporate and government bonds
Bonds
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Gilt holdings drop £123m as private investors look elsewhere
Numbers from Lubbock Fine showed holdings dropped from £3.38bn to £3.26bn
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30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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UK equity funds make first net inflows in 41 months
They lost £25.3bn since 2021 but raked in £317m in November once Budget fears receded
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Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
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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