Darius McDermott: Should Investors Be Rethinking Their US Equity Allocation?

Darius McDermott: Should investors be rethinking their US equity allocation?

The death of US exceptionalism has been a theme since the start of 2025. An unpredictable government, with some unorthodox ideas, has disrupted the benign long-term outlook for US companies. Only nobody told stock market investors.

Calastone: UK investors pull net £1.1bn from equity funds

UK investors retreated from equity funds at the second-largest monthly rate since the mini-budget in September 2022, according to Calastone’s Fund Flow Index for July. Overall, investors pulled a net £1.1bn from equity funds in the month, up from £98m outflows in June. The selling was broadly-based, with every major equity fund sector seeing outflows in July, except for funds focused on Europe. See also: FCA hands out £46m fines for Woodford Equ…

Second-largest equity fund outflows since mini-budget as investors shun US equities - Wealth DFM

UK investors withdrew capital from equity funds at pace in July, according to the latest Fund Flow Index from Calastone, the largest global funds network. Equity funds suffered net outflows of £1.13bn in July, up from outflows of £98m in June. July’s outflows were the largest from equity funds since the infamous Truss Mini-Budget in September 2022 with the exception of October 2024 when there was a bout of profit crystallisation followed by imme…