State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
Cash
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UK cash savings surpass £2trn for first time
Savers added £51bn to cash this year, but it could be a less attractive option now interest rates are falling
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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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‘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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Tavistock to sell two business arms to fund ‘potential future acquisitions’ and buy back shares
Some 30% of shareholders have already voted in favour of the sale to Saltus
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
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Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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AJ Bell calls on chancellor to introduce ‘One Isa’ product
Merging existing Cash and Stocks and Shares Isas together
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021