Added to Asia and luxury spending holdings in UK and global equity funds
Why Ikea store closure will not flatten market
Drinks giant dropped due to excessive 'valuation risk'
'Plenty of false dawns' along the way
Value stocks may have enjoyed a welcome change in fortunes in recent weeks, but they have been swimming against the tide for years as investors have sought the perceived security of quality and low-volatility stocks.
Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?
Top five holdings make up 45%
Zero firms with all-male boards in UK
In recent months, investors have reacted to a perceived bout of increased uncertainty in global markets as the short-term mood has shifted from one of championing synchronised global growth and reflation to one more of nervousness around emerging markets...