Rob Thorpe: August market slump showed value of risk-aligned products
The founder of Distribution Alpha weighs in on the summer equities plunge
Equities
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St. James’s Place begins £32.9m share buyback programme
Buybacks to complete by end of year
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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SJP says a third of investors shifted into cash as rates rose
Only 12% increased exposure to equities during this time
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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Morningstar: Fixed income funds see highest net flows in five years
July marked the best month for inflows into long-term Europe-domiciled funds since January 2023
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IA: Equities experience positive quarter after June £1.2bn inflows
Fixed income loses £1.2bn in June while net inflows into equity funds turn positive
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Market inefficiency and ‘dehumanising’ investing
ECP’s Dr Manny Pohl and Damon Callaghan look at the behavioural shortcomings which cause investors to fail
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Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing