UK warehouse Reits sell-off looks overblown
£5.5bn Tritax Big Box was trading at a 30% premium last year but now sits at a 6% discount
Amazon
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Weekly outlook: Tech titans Meta, Amazon and Alphabet report; BoE and EBC to meet
Key events for UK wealth managers for the week starting 31 January
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‘Better late than never’: Terry Smith defends Amazon buy in annual shareholder letter
Fundsmith CEO also slams Unilever’s obsession with touting sustainability credentials
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Fundsmith changes its tune with new position in Amazon
Terry Smith has previously been critical of the tech giant’s ecommerce business
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Fundsmith adds Amazon to Terry Smith’s private wealth fund
Star manager has previously been vocal about why he dislikes the structure of Amazon
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Scottish Mortgage sells down Amazon over fears of ballooning market cap
First time James Anderson and Tom Slater have sold retail platform purely for investment reasons
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Weekly outlook: Quarterly results from Amazon and Alphabet as US updates on unemployment
The key events for UK wealth managers for the week starting 20 July
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Nick Train marvels at Amazon days after revealing US equities fund launch
Lindsell Train manager says every company must be judged in the context of behemoth companies like Amazon
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Investors turn up the heat on Amazon fires
Nordea among the fund firms putting pressure on Brazil
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Funds could create ‘wider problem’ for tech sell off
Global equity funds with large allocations to tech could result in a “wider problem” if Monday’s sell off continues with many investors exposed to the sector even if they do not have direct holdings.
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Axa Framlington: It’s all about Cyber Monday
Cyber Monday, when consumers take to the web to find bargains, is set to outstrip Black Friday in terms of retail sales, Axa Framlington says.
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Train: Man Utd winning ticket in tech match-up
Nick Train has added Manchester United to his Finsbury Growth & Income Trust, his first new holding in two years.