US investors go large on domestic equities while the rest of the world backpedals   Sentiment is fickle, particularly so regarding US equities at the moment. As the year turned, the IMF had revised US growth expectations upward and investors were looking forward to the wind in their sails, with returns elevated by tax cuts and deregulation promised by the new administration. As I write, the S&P 500 is down almost 5%, posting its worst quarterly performance since 2022. How are fund investors responding? In aggregate, global fund flow data doesn’t show a rush for the exits—so far. Over Q4

On April 4, 2025, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for Germany. It’s been a turbulent period for investors across all asset types. Such conditions highlight the importance of the LSEG Lipper Fund Awards for investors, whether institutional, wholesale, or retail, since they showcase the ability of a fund to deliver high risk-adjusted returns in changing market environments. This means that the winning funds were able to adopt their portfolios to the continuously changing and challenging market environments during their respective award periods.   Different methodologies lead to different results The LSEG Lipper Fund Awards

Using the Lipper Leaders scoring system to analyse the best-performing funds in the IA Sterling Strategic Bond sector.   Sterling Strategic Bond allows investors, should they wish, to outsource the bond portion of their portfolios to one manager. If you don’t fancy the prospect of deciding whether to be long or short duration (a bond portfolio’s sensitivity to interest rate changes), where to be positioned between government, corporate investment grade or high yield debt, local currency or hard currency in emerging markets, or whether to be in emerging markets at all—well, this could be the solution. It is certainly a

On March 27, 2025, LSEG Lipper unveiled the results of the LSEG Lipper Fund Awards for Switzerland. It’s been a turbulent period for investors across all asset types. Such conditions highlight the importance of the LSEG Lipper Fund Awards for investors, whether institutional, wholesale, or retail, since they showcase the ability of a fund to deliver high risk-adjusted returns in changing market environments. This means that the winning funds were able to adopt their portfolios to the continuously changing and challenging market environments during their respective award periods.   Different methodologies lead to different results The LSEG Lipper Fund Awards