Coronavirus weekly round-up: No UK Covid deaths for first time since March 2020; Portugal drops off green list
Four investors mull the events shaping portfolios over the past week
Investment
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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
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Dewi John: Not waving, but cycling – are commodities rebounding?
Market watchers have begun to raise the prospect of a new commodities supercycle so what is the underlying cause?
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Blue Whale Growth sees Gucci-owner and Google parent slide into top 10 holdings
Manager Stephen Yiu purchased French fashion house Kering in February
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Liontrust includes two women in ESG trust board line-up
Board members unveiled and expected timetable for asset manager’s first investment company launch
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Can emerging markets recover from disappointing reflation trade performance?
The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors
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Darius McDermott: Is it time for investors to go defensive?
‘Now is the time to be a little more cautious – balance and diversification are a must’
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Marlborough Special Situations looks to ‘run winners’ for longer with policy and sector change
‘I think by changing the goalposts they start to dilute their message’
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Nick Train banks on luxury holdings benefitting from UK’s roaring 20s boom
Period of hyper-consumption would be driven by ‘extraordinary trend of wealth creation by new industries’ rather than Covid re-opening trade
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Coronavirus weekly round-up: Dominic Cummings’ seven-hour grilling and UK borrowing hits £32bn in April
Five investors mull the events shaping portfolios over the past week
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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
