AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
The managing director says outflows from money market funds will ramp up as we head towards the new year
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
Are bonds a good or bad investment in the current environment?
Democrats and Republicans face off on 6 November
After a prolonged period of negative real yields, government bonds have failed to excite, but Q1 figures show UK fund selectors are turning bullish on developed market government debt for the first time since early 2015, just as the 10-year US treasury hits 3%.
US stocks suffered their biggest fall in five months with the S&P 500 index dropping 1.2% to 2,344 as the Dow Jones Industrial Average also fell 240 points.
The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.
Leeds-based DFM Andrews Gwynne has moved up to a near 25% cash weighting, having significantly cut exposure to US equities and treasuries.
As expected the FOMC voted overwhelmingly to keep US interest rates on hold yesterday, with Treasuries falling, but what next for bond yields?
Increasing bond market illiquidity may be causing investors to buy funds with miscalculated ratings, according to Fundhouse.
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.