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UK funds flee equities, property investments post-Brexit - Reuters poll

Published 29/07/2016, 12:02
© Reuters. A trader from BGC, a global brokerage company in London's Canary Wharf financial centre reacts during trading
FTMC
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By Karin Strohecker

LONDON (Reuters) - UK investors, gearing for further shockwaves from Britain's Brexit vote, slashed equity holdings in July to the lowest in at least five years, while almost halving property allocations in their portfolios.

The Reuters monthly survey of UK-based funds, conducted July 15-27, is the first to fully reflect allocation shifts after the June 23 referendum on Britain's European Union membership that resulted in a win for the Leave camp.

Ripples from the vote are already reverberating through the economy, with big hits to consumer demand and property prices seen tipping the UK into recession.

While the UK-focused FTSE 250 index (FTMC) has recovered its losses over the past month on expectations of more stimulus from the Bank of England, investors are clearly bracing for pain in coming months.

"Financial markets ... have continued to be very generous to global investors over the recent month, even though the economic backdrop, and fall out, from Brexit has been very well documented as bad news for the global economy," said Peter Lowman, chief investment officer at Investment Quorum.

"However, alongside these uncertainties came the normal response from the leading central banks as they spoke about the possibility of additional loose monetary polices, to assist the global economy, and the prospects for other actions such as helicopter money."

The latter was a reference to central banks delivering money more or less directly to consumers.

SAFETY

Rattled by the prospect of more turmoil ahead, UK asset managers ramped up safe haven bond allocations, which jumped by 5 percentage points to 30.7 percent - the highest level in at least five years.

This came at the expense of equity allocations across global balanced portfolios, which were slashed to 42.6 percent from 47 percent in June while exposure to property nearly halved to 3.8 percent from 6.5 percent the month before.

Property investments had come into sharp focus following the referendum when more than six British property funds suspended withdrawals to tackle a tide of redemptions by investors unnerved that the uncertainty would hit demand to rent and buy commercial property.

Fund managers polled by Reuters were also divided over whether global bond yields had bottomed out.

"Although we may have seen the peak in global monetary easing, as we have seen, shocks may see delays in the rise of interest rates," said Chris Paine, director of research, multi-asset, Henderson Global Investors.

"This low rate environment will probably see the 'hunt for yield' persist, but the longer term return prospects for high quality bonds look increasingly poor."

More than $10 trillion worth of bonds from the developed world are now in negative-yield territory, upping the pressure on investors to hunt for returns at a time of increasing risk.

© Reuters. A trader from BGC, a global brokerage company in London's Canary Wharf financial centre reacts during trading

Within bond portfolios, the exposure to UK government securities tumbled by some 6 percentage points to 33.1 percent while investors added the same amount to their holdings in U.S. Treasuries and Canadian bonds.

Some of that may be a refelection of currency shifts.

Across their equity portfolios, investors trimmed exposure to UK and U.S. stocks to 26.8 percent and 29.2 percent respectively, while adding to euro zone and Japanese equities.

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