Blue Whale Growth sees Gucci-owner and Google parent slide into top 10 holdings
Manager Stephen Yiu purchased French fashion house Kering in February
Equities
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Ardevora UK Income swallowed by River and Mercantile rival
Jeremy Lang and William Pattison’s UK equity income fund had seen assets shrivel by 92% since 2016
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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
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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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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