Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
Equities
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Autumn Budget 2024: AIM company fears ‘overblown’ as 20% inheritance tax applied to junior market
London’s alternative investment market now only sees a 50% relief from IHT applied to its constituents
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Thinking Ahead: Largest asset managers grow AUM by 12.5% in 2023
Passive strategies reach over a third of AUM for largest asset managers
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Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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Titan Wealth hires business development director from LGIM
Giles Whittingham will focus on clients in the north of England region
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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Investment Association: Bonds command August inflows
Third month in a row of overall inflows
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Government’s ‘AIM-pocalypse’ would go far beyond inheritances – Wealth Club
Removing IHT relief from AIM likely to result in significant volatility
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Four in five advisers say clients are trading stocks more
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds