‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets
fixed income
-
-
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
-
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
-
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers
-
Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
-
Have rate cut expectations already gone too far?
Investors have been piling into fixed income
-
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
-
Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
-
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
-
Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated had a fixed income mandate
-
Quilter Investors adds alternatives to passive fund range
Addition of Goldman Sachs Absolute Return fund is a first for the Cirilium Passive Portfolios
-
‘A tentative start’: Bank of England cuts interest rates to 5%
MPC voted 5-4 in favour of a 25bps cut