May fund performance: Tech funds bounce while bonds suffer
IA Technology & Technology Innovation was the top-returning sector, up almost 9% over the month
Donald Trump
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AXA IM: Bonds re-priced amid uncertainty but will be attractive longer term
AXA IM’s Chris Iggo shares his views
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Treasury yields rise after weak 20-year auction
As Congress passes Trump administration’s tax and spending bill, which is likely to add over $3trn to US debt
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Bank of England cuts interest rates to 4.25%
5-2-2 voting split represents a ‘more dovish skew’ than expected
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Fed defies Trump to keep rates unchanged
Commentators say Fed has made right decision due to uncertainty created by Trump’s tariffs
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ii: Money market fund purchases up 77% in April as investors flock to safety
Most investors fled volatile markets in the wake of Trump’s tariff, but others took advantage of depressed US valuations
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How advice clients can avoid a huge Trump-sized mistake
Investors could do more harm than good by chopping and changing their portfolio, says Sparrows Capital CIO Raymond Backreedy
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies
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Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
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UK inflation eases to 2.6% in March
The print, which came in below expectations, could pave the way for further interest rate cuts
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The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility