BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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JP Morgan AM’s Witherow on a ‘golden era’ for dividend growth over the next five years
JPM Global Equity Income co-manager discusses why the firm expects 7.6% annual payouts growth over the next five years
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Dynamic Planner’s Chris Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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Calastone: Record Isa season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’