James Illsley: ‘UK is top of the pops for the first time since 1999’
Video: JP Morgan Asset Management portfolio manager identifies three strong tailwinds for UK equities
Video: JP Morgan Asset Management portfolio manager identifies three strong tailwinds for UK equities
Internet and clean tech bubbles of the late 90’s and 00’s show share prices can go sideways despite companies playing into attractive themes
The long-term underperformance of global equity income funds is significant
Last Word Research shows UK fund selectors are flip-flopping on European stocks while showing renewed appetite for US equities
UK Equity High Income hit by outflows of £536m despite new management, according to Morningstar estimates
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched
Investment Association data shows US equities witnessed net outflows of £1.6bn in Q1
April saw investors plough £3bn into equity funds while outflows from property slowed significantly
Though tailwinds are strong for now there are worries ‘markets have moved well ahead of the economic reality’
Baillie Gifford’s American and Health Innovation funds rebound after being among the worst performers in March
Although the majority have done well, not every UK equity income fund has benefitted equally
University of Oxford spin-out makes up chunky weighting of Neil Woodford’s comeback fund