Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
Equities
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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Asset managers report elevated gross retail sales in first quarter
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
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Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
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CT Fund Watch: IA Japan houses the most consistently performing funds in first quarter
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
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Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered
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Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
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Risk appetite recedes despite rate cut expectations – State Street
Major central banks set to enter rate cutting cycles