Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
macro
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Gold heading for fresh highs as inflation and tariff fears rise
Central banks have been acquiring more
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Lombard Odier Investment Managers launches global macro strategy
DOM Global Macro joined last April from Credit Suisse
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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Gilt holdings drop £123m as private investors look elsewhere
Numbers from Lubbock Fine showed holdings dropped from £3.38bn to £3.26bn
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Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
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Thinking Ahead: Largest asset managers grow AUM by 12.5% in 2023
Passive strategies reach over a third of AUM for largest asset managers
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St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
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BNY: Strengthening pound undermining the case for UK equities
The Bank of England and Federal Reserve are diverging
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Have rate cut expectations already gone too far?
Investors have been piling into fixed income
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Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
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Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities