Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
fixed income
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Gilt holdings drop £123m as private investors look elsewhere
Numbers from Lubbock Fine showed holdings dropped from £3.38bn to £3.26bn
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Analysis: What does 2025 hold for fixed income?
After a bumpy start to the year for the gilt market, is a repeat of 2022 on the cards?
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IA: UK reinvests in November following two months of exits
November sees £1.6bn in inflows
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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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Yearsley: Financials ‘surprise winner’ of 2024
Latin America plummets over 25% in the year
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Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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UK equity funds make first net inflows in 41 months
They lost £25.3bn since 2021 but raked in £317m in November once Budget fears receded
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The asset allocator diary: Fabiana Fedeli
A week in the life of Fabiana Fedeli, CIO equities, multi asset and sustainability, M&G Investments
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Near all professional investors expect to increase fixed income allocation over next 18 months
Majority of investors are currently underweight fixed income, according to Managing Partners Group