Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
Equities
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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
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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Thematics AM CIO: Three top investment themes to target
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report for February
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Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
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Spring Budget 2024: Pensions to disclose amount invested in UK equities
Industry commentators warn this could ‘backfire’ on British businesses