Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
Bonds
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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
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Sector in review: IA Corporate Bond
Adam Lewis looks at why investors flocked to corporate bonds last year and the outlook for the asset class in 2025
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Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal