Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
Equities
-
-
Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
-
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
-
Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
-
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
-
Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
-
Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
-
Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
-
Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
-
One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
-
Professional investors targeting risk-on assets to meet retirement needs
Only 60% of investors surveyed said they are prepared financially for longer life cycles
-
US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy