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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Equities
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Financials driving dividend growth as HSBC increases pay out
Index expected to pay out £83.8bn this year, according to AJ Bell’s Dividend Dashboard
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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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Ocado, Boohoo and Moonpig: Short sellers target UK retailers
Nine investment firms betting against Ocado as at 3 July
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Q&A with Brunner’s Bishop: Microsoft’s ‘extraordinary’ market position
Julian Bishop, senior portfolio manager for the Brunner Investment Trust portfolio, answers PA’s questions
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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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Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
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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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Dewi John: Spotting the growth rebound’s winners and losers
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
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BlackRock ‘evolving the playbook’ due to a new macro regime
BII sees ‘different and abundant opportunities’
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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