Artemis’s Dodd and Kumar: Why we expect strong returns from UK stocks
Co-managers of the £101m Artemis Alpha Trust explain their positive outlook on UK opportunities
Author: Lauren Hardy
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Bank of England: UK banks well protected from interest rate hikes
The BoE’s Financial Stability Report warns that market-based finance sector remains ‘vulnerable’
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Baillie Gifford closes £141m British Smaller Companies Fund
Manager Charlie Broughton remains ‘valuable member of the International Smaller Companies team’
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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Chancellor Hunt addresses inflation, regulatory shifts and reform in Mansion House speech
High levels of inflation are ‘not insurmountable’ amid ‘resilient’ UK economy
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Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
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The IA: Government bond and money market funds reign supreme among investors
Sectors saw combined inflows of £1bn in May
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FCA: ‘Gaps observed in liquidity management’ could lead to ‘risk of investor harm’
Regulator warned that firms lack arrangements to combat market-wide redemptions
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Calastone: Equity funds suffer one of worst months for outflows
ESG equity funds see largest outflows on record
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Jupiter UK Alpha stripped of Square Mile rating following Buxton’s retirement
BlackRock, BNY Mellon and Waverton funds also saw rating changes