Equity markets sold off sharply during February and March. But companies' first quarter trading updates have, on the whole, been good and as a result of this, and recent sterling currency weakness, UK equities have recouped much of their Q1 losses as at time of writing.
UK-listed companies showing exceptionally good sales and earnings growth could be found in sectors as diverse as industrials and recruitment. Importantly, when companies have released good numbers,...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process