Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
Equities
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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
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What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
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Morningstar: 70% of clients choose savings over investments
Markets at all time-highs also putting off savers
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”