Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
global equities
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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LSEG: ETF assets increase to $12.5trn in May
ETFs reported fresh inflows of $124.2bn throughout the month
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
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GAM’s Hawtin and team join Liontrust and form new global equity arm
Ewan Thompson, Tom Smith and Ruth Chambers will move internally to join the team
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BlackRock launches global small-cap fund
It will be managed by Dan Whitestone and Matthew Betts, who have so far specialised in UK smaller companies
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Church House launches Human Capital fund
Will be managed by Fred Mahon
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Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
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RLAM head of equities resigns to set up own firm
Peter Rutter joined by portfolio managers Chris Parr, Will Kenney, James Clarke and Niko de Walden
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View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business