Pair of Jupiter funds dropped from Bestinvest buy list
As Finsbury Growth & Income and a Baillie Gifford strategy make the grade
Fixed Income
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Investment industry leaves Russia out in the cold
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
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Bond funds return to favour with £893m of net inflows in July
But UK gilts have sold off sharply in recent weeks over fears energy crisis will drive inflation higher
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Morningstar’s Bragazza: Diversify your diversifiers
It’s not just about historical correlations or equities and bonds
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Three key global fixed income trends for H2
‘While assets have continued to trickle out of the EM bond market, we see no signs of panic’ writes Pinebridge’s Steven Oh
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Should EM debt investors be afraid of the Fed hiking cycle?
Never before has duration been as long during a tightening cycle
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Parmenion moves overweight govvies
But retains higher allocation to alternatives
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Rotation into risk assets might prove premature
Rebounds in both equities and govvies could have further to run but path to a sustained rally seems particularly narrow
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Is there an investor playbook to navigate a post-pandemic world?
Covid-driven distortions continue to plague the market
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Two M&G funds rated ‘unsatisfactory’ in latest value assessment
While one offered ‘outstanding value’ largely on account of ‘exceptional investment performance’
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Asset plunge sees Pimco UK income bond lose Square Mile rating
But Gam and Artemis funds given stays of execution despite looming fund manager departures
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Paltry 0.35% of UK funds deliver top-quartile performance
Dismal first quarter gave way to an even worse Q2
