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