AXA IM’s Iggo: The big questions for bond investors on the Spending Review
While painful for the UK economy in the short term, Reeve’s announcement could be positive in the longer term as interest rates come down
Fixed Income
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UBP’s chief bond strategist: Growth slowdown could be fixed income ‘sweet spot’
Mo Kazmi discusses reasons to be positive for fixed income despite jittery government bond markets
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Calastone: UK investors back European equities in cautious May
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
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May fund performance: Tech funds bounce while bonds suffer
IA Technology & Technology Innovation was the top-returning sector, up almost 9% over the month
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Mike Riddell: Capital flight
Portfolio manager of the Fidelity Strategic Bond fund spots an alarming signal for US assets
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Treasury yields rise after weak 20-year auction
As Congress passes Trump administration’s tax and spending bill, which is likely to add over $3trn to US debt
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MainStreet Partners: GSS bond issuance falls 25%
Middle East emerging as a key issuer, though Europe still dominates green bond landscape
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UK investors pull net £1.24bn from bond funds in April amid market storm
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
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RSMR announces new ratings for 24 funds
Marking RSMR’s busiest period for new ratings since its launch over two decades ago
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Cash ISAs booming with £4.2bn inflow as government weighs reform
Deposits in banks and building societies rose by £7.4bn
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies