Not owning the UK could become a problem
Recent performance marks a notable change in fortunes for the unloved market
Analysis
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Debate grows over how long rotation away from growth will last
Some argue that it is just profit taking; while other say, like inflation, it will linger longer than expected
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Rising rates bolster European small caps
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
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Demand triggers rapid overhaul of ESG consultancy space
Rising number of corporates seeking expert ESG help has led to soaring acquisitions and creation of specialised sustainability teams
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Dirt cheap UK companies lure activist investors
Unilever and Vodafone among UK plc that have been targeted by billion dollar hedge funds bent on reform
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Did investment trusts deliver enough consolidation in 2021?
Over £700m in deals produced a record year, but some say more mergers need to take place
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Investor confidence plummets as Ukraine crisis heats up
‘The crawl towards reduced dependency on Russian fossil fuels needs a sharp kick up the backside’
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Eyewatering Chrysalis performance fee throws investment trust charges in the spotlight
Excluding VCTs – 96 out of 240 investment companies still charge performance fees
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UK unicorns stuck in a finance and pharma rut
That said, ‘good investors are not seeking mythical creatures, they want to support the growth of thoroughbreds’
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Asset managers struggle to retain ESG experts amid soaring salaries
Recruitment crisis for veteran ESGs firms and those new to the field
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ECB ‘falling behind the curve’ as it leaves rates and QE untouched
BoE and Federal Reserve have both begun process of tightening as inflation runs rampant
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Why the big tech rout is not over yet
But ‘there is a big difference between growth-at-any price tech and growth tech at a reasonable price’