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
Equities
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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
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Blackrock and major hedge funds burned by Morrisons-led supermarket sweep
$9trn manager has bets against Morrisons, Sainsbury’s and M&S
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Has the sun set on value or just the value manager?
Over 400 value style funds have been closed or merged away since 2015
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Nick Clay: ‘Plugging and playing’ at RWC allows us to control our own destiny
Global equities heavy hitter joined boutique last year after two decades with Newton IM
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UK equity managers see thriving corporate activity as biggest domestic market driver
‘These private equity bids and some corporate bids are literally on a daily basis for UK-listed shares’
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Alexandra Jackson: ‘UK doesn’t have Amazon or Spotify but it has the plumbing behind it’
Video: Rathbone UK Opportunities manager has rarely had so many buying opportunities
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Appetite for UK equities slows in May as resurgent Covid fears dent enthusiasm
Flows into UK-focused equity funds halved from £303m in April to £147m in May
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How advisers can tap into the DIY investing boom
‘The variety of client types in the market means that there will never be a one-size-fits-all solution’
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Specialist private client firm ploughs £4.3m into Mark Barnett’s unquoteds purchased at steep discount
Neil Woodford stigma helped Hambro Perks swipe portfolio of 16 unlisted stocks earlier this year
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ASI revises performance targets across equity income funds
Move away from explicit outperformance levels could give fund group more ‘wriggle room’ on AoV report
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UK small cap funds see second highest inflows on record in April
IA UK Smaller Companies took in £240m in April as economy began opening back up