Are tech valuations at an inflection point?
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
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Equities
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Improving dividend picture fails to revitalise lagging global equity income sector
The long-term underperformance of global equity income funds is significant
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Fund buyers grow weary of European equities over patchy vaccine rollout
Last Word Research shows UK fund selectors are flip-flopping on European stocks while showing renewed appetite for US equities
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Mark Barnett’s former Invesco funds continue to bleed cash
UK Equity High Income hit by outflows of £536m despite new management, according to Morningstar estimates
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Has the alternative income story run its course?
Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched
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Investors cling to US ‘comfort blanket’ despite equity outflows
Investment Association data shows US equities witnessed net outflows of £1.6bn in Q1
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Equity funds record highest month of net inflows since 2015
April saw investors plough £3bn into equity funds while outflows from property slowed significantly
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UK investors turn bullish on ‘big four’ banks after bumper earnings
Though tailwinds are strong for now there are worries ‘markets have moved well ahead of the economic reality’
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Baillie Gifford tops the charts once more as tech and commodity funds bounce back
Baillie Gifford’s American and Health Innovation funds rebound after being among the worst performers in March
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Has the UK equity income ‘dash for trash’ run its course?
Although the majority have done well, not every UK equity income fund has benefitted equally
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M&G eyes up pre-IPO market by pumping £35m into Woodford favourite Oxford Nanopore
University of Oxford spin-out makes up chunky weighting of Neil Woodford’s comeback fund
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Investors’ options looking increasingly squeezed as global stock markets catch-up to the US
Stockpickers still putting their chips on a cyclical recovery but ‘a lot is already priced in and a pause may be warranted’