Lottie McGurk: At least UK assets are ‘coming home’
Analysis by Last Word Research suggests UK fund selectors are strongly targeting domestic equities
Equities
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Peter Hargreaves refutes ‘speculative’ Blue Whale claims
As he reveals Hargreaves family’s skin in the game
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Have dividends lost their power to impress?
IA is reinstating yield criteria for equity income sectors but they remain widely unloved
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Baillie Gifford yo-yos back to top of performance charts after bumper month for tech
Baillie Gifford American Fund came out on top in June, returning 16.7%
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Is now the time to trim exposure to ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
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Fund buyers welcome IA’s ‘pragmatic’ approach to reinstating income sector yield requirements
‘Most of the traditional yielders in the equity space are paying out dividends’
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Andy Evans: Three lines on a chart? No – just the one
When it comes to England’s chances in a football tournament or a company in the stockmarket, human emotion really does not change – but at least, in the latter context, value investing can take advantage
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Lindsell Train ponies up £2m for Rathbones placing to fund Saunderson House purchase
Nick Train’s boutique owns 12% of FTSE 250 wealth manager though this is set to be diluted
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Investors weigh up economy and stock market five years after waking up to a Brexit future
In 15 years’ time, Brexit is likely to have been more damaging to domestic economy than Covid
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Which UK equity funds are the biggest winners and losers five years on from the Brexit vote?
Using data from II Portfolio Adviser examines the best and worst funds from 24 June 2016 to 11 June 2021
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Adrian Gosden banking on insurers and financials for inflation-beating dividend growth
Gam UK Equity Income manager tilting portfolio away from Smid toward large cap stocks
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Blake Hutchins: ‘From here we expect more breadth in the market’
Trojan Income manager doesn’t think cyclical rotation will last forever and sees a broadening of returns ahead