Polar Capital confirms Hamilton/Godber launch as outflows bite
Polar Capital tempered the blow from reporting £763m in outflows with news on the former Miton duo’s debut fund at the asset manager.
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US election
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November a month of two halves for fund sales
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
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BofA Merrill Lynch reports week of ‘great rotation’
The past week has seen the widest global disparity between equity and bond flows ever, according to the latest BofA Merrill Lynch Global Research report.
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Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.
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JPM: Reflation trade splits S&P 500
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
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Treasuries and cyclicals valuations stretched after Republican clean sweep – BAML
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.
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Managers await the reality of Trump’s Asian threat
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
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PA ANALYSIS: Inflationary fears as Trump victory spooks bond investors
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
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Fund managers’ top Trump reactions
Active fund managers are largely sanguine but braced for volatility over the coming weeks.
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Wealth managers sit tight as election dip underwhelms
Healthcare and defence were the immediate winners at sector level following Donald Trump’s controversial victory as the outsider Republican candidate was named President elect of the United States.
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Trump wins, investors stunned
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
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US tracker popularity resilient despite election
Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.