UK

The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.

After a terrible share price performance since the start of the year, Vodafone provided a more reassuring set of half year results last week.

Potential tilt to large cap

While surveys suggest the UK consumer is reasonably confident about their personal finances, we are less convinced.

Mid-cap AIM stocks hardest hit

Boosted by oil sector

Manager anticipates post-Brexit tailwinds

Lowest measure since index launched in 1995

Merger will occur on 25 October

Worthy additions to portfolios