Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
Europe
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024
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Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
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Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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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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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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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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Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver