Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
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Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
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Equity ETFs bring in £8.8bn in February while bonds drop £1.7bn
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US equity ETFs saw the biggest inflows during December
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LSEG Lipper’s Dewi John discusses the Magnificent Seven and sustainable funds
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Equities funds collectively shed a net £1.62bn
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With inflation proving stickier than expected, Lipper’s research head considers the likely path ahead for monetary policy
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While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
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2022’s worst affected fixed income sector was one investors might have expected to be relatively insulated
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Or do recent outflows suggest the asset class is ‘collateral damage’ in the rush to passive fixed income?
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The difficulty of determining where emerging markets’ next round of outperformance will come from militates in favour of broader-based portfolios
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