Have rate cut expectations already gone too far?
Investors have been piling into fixed income
fixed income
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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
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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
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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
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated had a fixed income mandate
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Quilter Investors adds alternatives to passive fund range
Addition of Goldman Sachs Absolute Return fund is a first for the Cirilium Passive Portfolios
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‘A tentative start’: Bank of England cuts interest rates to 5%
MPC voted 5-4 in favour of a 25bps cut
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What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
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IA: UK equities experience worst outflows on record in May
UK investors remove net £136m in May after March and April inflows
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity
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Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts