Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
Equities
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Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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IA: UK reinvests in November following two months of exits
November sees £1.6bn in inflows
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‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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UK retail equity ownership the lowest in the G7 as abrdn urges action
abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets
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Yearsley: Financials ‘surprise winner’ of 2024
Latin America plummets over 25% in the year
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Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios