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
As UK equity income investors, one sector we have found attractive is data or information service providers, which offer services to either corporates or consumers.
Political risks and High Street changes
Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.
Will 'red top' worst offenders
Quarterly update from Darius McDermott
Co-managers of £5.5bn AUM Artemis Income fund
Glimpses of sunshine amid stormy market
Bear markets more common than investors think
Accuses Department for International Trade of complacency
Could benefit from a 'Brexit bounce'
Investors believe quality of research has also declined
Soft-closed in June 2017
Investment Conundrums: Quilter Cheviot's McIntosh on why Brexit fears will be unfounded just like Y2K bug
Less bullish view on markets
GARS fund overtaken as largest fund
Retailers surprised analysts with Christmas trading
Increased weighting to gilts as well