Global-facing UK equities offer best relative value
Rising popularity of video games and comic books thanked for performance
The London IPO market has been subdued since the second half of 2018, as a result of increased market volatility.
Draws attention of FCA
Continuing Brexit uncertainty drives up prices
Which funds made the cut?
Rathbones, Schroders and HL rallied last month
Reintroduced British American Tobacco and Imperial Brands to portfolios
Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.
Opportunities abound despite Brexit uncertainty
Retail companies could exceed expectations
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
Impact of political turmoil and Brexit
As May agrees 31 October extension
'May see success of unpopular calls once again'
Opportunities in domestically oriented stocks
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
AUM dropped 6%
Total net inflows of £42.6bn
Absolute return ‘continues to disappoint’
Fund will now focus on higher yield and will increase its number of holdings
David Clark returns to fund management