Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
fixed income
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Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
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L&G Asset Management sees AUM fall by 2% amid outflows
L&G Asset Management grows revenue by 4%
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Evelyn Partners’ Casali: Gilts could protect portfolios in a recession
Chancellor Rachel Reeves is facing a very difficult outlook as the Spring Statement nears
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Sector in review: IA Corporate Bond
Adam Lewis looks at why investors flocked to corporate bonds last year and the outlook for the asset class in 2025
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
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Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
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Lipper: Bonds top the charts for European inflows in 2024
European and UK equities lose money in home market
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets