Shifting behaviour from retail investors and wealth managers alike is challenging the status quo for traditional asset managers and those who don’t keep pace with the rate of change risk getting left behind
Investors are ditching the ‘buy-and-hold’ approach for increased trading frequency and shorter holding periods as appetite for immediate results grows
While investors piled into US equities despite the S&P 500 dip
While bond funds record their third strongest month on record for inflows
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
Tokenisation is set to transform the role of money market funds, writes Ed Lopez
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
They lost £25.33bn since 2021 but raked in £317m in November once Budget fears receded
Bonds balloon by £631m while money markets increase £402m
Fixed income funds also shed record amounts of cash during August and September
UK equity outflows doubled, while bond funds recorded its third worst ever month, according to Calastone’s Fund Flow Index
