Square Mile: UK equity funds to watch
Top performers and compelling newcomers in the spotlight
Analysis
-
-
Is bellwether building sector headed for a rough patch?
Lingering supply chain issues have caused headaches for an industry that is a key indicator of the health of the economy
-
Rush to real assets to fight inflation should be tempered with caution
With some price hikes already built in – newer investors in certain sectors might just have missed the boat
-
How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
-
Financial industry ‘completely underestimating’ physical risks from climate change
Fund managers are putting pressure on holdings to reveal mitigation strategies but good data remains hard to come by
-
Are flexible long/short funds the answer to investor inflation woes?
Absolute return strategies have failed to impress in recent years but end of QE and deglobalisation could level the playing field
-
What is the blue economy and why should investors care?
World Oceans Day on 8 June is an ideal time to become as energised about the deep as we are about carbon emissions
-
UK smaller companies and China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
-
FCA silence adds insult to injury as Woodford scandal hits three-year mark
City watchdog ‘can’t keep delaying this report indefinitely’
-
Tesla S&P ejection tip of the iceberg of ESG’s problem with nuance
Elon Musk may be a bit ‘marmite’ but when ExxonMobile scores higher than Tesla there is clearly a disconnect
-
‘Net zero’ oil firms sell dirty assets to private market
Divesting can take away the option of engaging high-carbon companies to do better
-
Windfall tax on listed companies sets dangerous precedent
It won’t just hit dependable dividend payers such as oil and gas giants – wind farms would get caught up too
