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Senior fund managers and economists discuss biggest headwinds and tailwinds
Departure sees reshuffle on three funds
Cites 'broader opportunity set' than UK market
Allianz China A-shares tops charts
In this edition of the Top Down, Investment Week speaks to managing director of public equities at Gresham House Ken Wotton about the sectors best set to benefit from a so-called 'Brexit bounce’.
Increase of 1.8% expected in 2020
Equity Income fund drama likely to carry on into the next year
Under pressure from regulators
Back in 2000, the privatised utilities were a somnolent bunch, unattractive in contrast to the fireworks of the TMT bubble.
Industry rallies round Invesco manager following WEIF gating
Latest FTSE 100 reshuffle
Fund value plunges 94% over three years
Investors face 'heavy financial losses'
Appointment is ‘a natural progression’
The sustainability of UK equity income streams has been called into question, with underlying dividends across the market falling by almost 3% on a constant currency basis during Q3 – the worst quarterly performance for three years.
First investment of its kind
UK equities exposure rose by between 3%-5%
Concerns raised following Equity Income fund closure
Drinks giant dropped due to excessive 'valuation risk'
Hamish Baillie points to Brexit and election
According to Sky News
Profits fall 4.5% in Q3
Cautious on sterling and UK equities