How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
Bonds
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What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
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Financial markets digest French election result
Potential for broader political instability across Europe
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Tillit adds five funds to investment universe
Total number of funds on platform reaches over 100
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
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Lipper: Bonds attract €24.5bn amid rate cut anticipation
Equities also attracted over €18bn
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best
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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year
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Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
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Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays