J Stern & Co’s Chereau: How the ‘game-changing new normal’ has switched up our asset allocation
Star Multi-Asset Income Fund manager discusses portfolio changes amid the higher yield environment
fixed income
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IA funds attract £6bn inflows in 2023 despite June redemptions
£1bn pulled from funds in June, including a net £858m from UK equities
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Calastone: ESG funds suffer highest ever monthly net outflows
Equities shunned for fixed income despite a global stock market rally
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
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Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering
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Atlantic House launches Dynamic Duration Fund
Deputy CIO Mark Greenwood is the lead manager
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Nomura appoints former Vanguard analyst as portfolio manager
Magash Chetty will assist the emerging markets corporate bond team led by Meno Stroemer
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SJP makes raft of management changes to funds in new ‘global’ approach
Changes signal a more global, multi-manager approach
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Square Mile CIO: Blunt tool of rate hikes will cause corporate casualties
Harries said the ‘fairly blunt tool’ of base rate rises is to blame
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The implications of rising gilt yields
Sterling-based gilts are becoming increasingly popular despite inflationary headwinds
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The IA: Government bond and money market funds reign supreme among investors
Sectors saw combined inflows of £1bn in May
