Analysis: Is fixed income too expensive?
Concerns have started to emerge on valuations
Bonds
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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
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers
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Newton multi-asset deputy CIO Paul Brain retires
Brain, who previously led Newton’s fixed income team, retires after 40 years as an investment manager
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Ebi launches passive ESG MPS range
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
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IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded third worst month
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month