Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
fixed income
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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‘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
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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
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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
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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
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Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
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Have rate cut expectations already gone too far?
Investors have been piling into 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