Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
interest rates
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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
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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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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
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Bank of England holds interest rates at 5.25% ahead of summer rate cut expectations
Two out of nine MPC members voted to cut
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Brooks Macdonald AUM increases despite outflows in Q3 results
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop