Investment Week

Investment Week provides the best news & analysis of the investment market for investment advisers and wealth managers

[Investment Week @InvestmentWeek]

Sycomore Asset Management launches sovereignty-focused European equity strategy

https://t.co/cp0hnWcU2P

[Investment Week @InvestmentWeek]

Partner Insight: The Gilt Edge - Triple deadlock

https://t.co/pBFJLwjsBV

[Investment Week @InvestmentWeek]

IMF upgrades UK growth forecast for 2026 but downgrades 2027 projection

https://t.co/DQ7Re4E0vy

[Investment Week @InvestmentWeek]

Trio of proxy voting advisers urge Baillie Gifford US Growth shareholders to vote Saba down

https://t.co/cn8zphiZzw

[Investment Week @InvestmentWeek]

Lindsell Train tender offer oversubscribed as a third of shares apply to cash out

https://t.co/y40x8ajUiu

[Investment Week @InvestmentWeek]

Dyer Baade & Company's Daniel Baade: £500m-£2bn AUA firms key battleground in wealth M&A's next phase

https://t.co/qTgwWI6UoV

[Investment Week @InvestmentWeek]

How fund managers are shifting allocations amid the global bond sell-off

https://t.co/sDKCa7iV69

[Investment Week @InvestmentWeek]

AJ Bell adds trio to Favourite Funds list as two Aberdeen strategies fall out of favour

https://t.co/NaImwSxpve

[Investment Week @InvestmentWeek]

Generation gap in ESG investing widens as performance worries increase

https://t.co/YzXM1dGUGX

[Investment Week @InvestmentWeek]

IFS: Spending pressures the main challenge for Healey at the Budget

https://t.co/M3HfBeaDth

[Investment Week @InvestmentWeek]

M&G launches private credit LTAF investing in real assets debt

https://t.co/RZ9iHDcfMT

[Investment Week @InvestmentWeek]

European ETFs and ETCs surpass 2025 totals with €37.1bn September inflow

https://t.co/VPVPwOfPbo

[Investment Week @InvestmentWeek]

Seraphim Space Investment Trust puts another $23m into Skylo Technologies

https://t.co/0Zb84V11nK

[Investment Week @InvestmentWeek]

Polar Capital attracts £1.2bn in Q3 flows despite £2.5bn drop in assets

https://t.co/AY1UxHyLGs

[Investment Week @InvestmentWeek]

Market Movers blog: Oil prices remain high despite energy deal rumours

https://t.co/DZGCndX1MC

[Investment Week @InvestmentWeek]

Friday Briefing: This income is anything but fixed

https://t.co/oTx2EN7VRv

[Investment Week @InvestmentWeek]

𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐖𝐞𝐞𝐤 𝐈𝐐: Could AI’s funding race push Treasury yields higher?

<img alt="AI-related bonds could push Treasury yields up in funding arms race" src="https://t.co/UVuKw0mFMO">
<p> <!-- summary -->New debt competes with government bonds for investor demand. <!-- end-summary --> </p>
<p> <!--content--> </p><p>New AI capex bonds are the latest development in a saturated arms race to raise funding in fixed income markets. Governments have also been issuing more debt since the COVID-19 pandemic prompted large-scale fiscal support in early 2020.</p>
<p>As companies rush to fund their AI-related spending: this new debt is now seeking to compete with government bonds for investor demand.</p>
<p>This should help to increase yields on high-quality government bonds as a result of heavy supply. Bonds carrying greater credit risk, including hyperscaler and data-centre debt, could also see wider credit spreads, pushing their all-in yields higher.</p>
<p>Read the full analysis from T. Rowe Price's industry experts today.</p> <!-- end-content -->

Read more 👉 https://t.co/3MKZEXKiXT

[Investment Week @InvestmentWeek]

Deep Dive: Restrictive crypto rules do little to mute investor demand

https://t.co/8i1C1ulZQO

[Investment Week @InvestmentWeek]

Achilles: Shareholder activism breaks link between REIT discounts and gilt yields

https://t.co/FCWhafS3nb

[Investment Week @InvestmentWeek]

US Fed: Inflation risks and geopolitical uncertainty led to September hike

https://t.co/HBO86mfNtB