UK equities to get boost from bond outflows – F&C

BoostF&C, a UK-listed fund manager, expects to see money flow out of bonds and into UK equities. Since the announcement of open-ended quantitative easing by the US Federal Reserve in September, the yield curve has become very steep, says F&C, and investors are seeing very little returns from bonds. “We therefore expect to see flows coming out of this asset class into equities which will be supportive for the UK market, with large companies likely to benefit the most,” the firm says today in an investment report. However, F&C also notes that the eurozone debt crisis and the impact of budget deficit reduction measures in the US are likely to hang heavy on the UK economy. ©2012 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.