UK equities

Some UK equity fund managers are taking risk off the table in the belief Britain is facing a double-dip recession, following lacklustre GDP figures released last week.

Legal & General Investments' Robert Churchlow has added two new positions to the £232.3m Growth trust ahead of expected merger and acquisition activity.

Colin Morton, a large-cap specialist at Rensburg, has warned UK equity markets could reach dangerously high levels before prices see a correction.

Investors seeking growth opportunities in the UK equity market are becoming increasingly frustrated by talk of a double-dip recession, rising political uncertainty and bearish expectations.

After a difficult 2009, 2010 has started well with many firms growing their dividends by more than expected.

Saltus's Dan Kemp on what investors should take away from Alistair Darling's third Budget.

Premier Asset Management has hired former Gartmore UK equity manager Simon King to run two funds.

The introduction of gearing to the £1.1bn Witan investment trust early last year has helped the multi-manager portfolio outperform its benchmark in 2009.

Aegon's Audrey Ryan believes an increase in M&A activity will drive UK equity returns in 2010.

From an economic viewpoint, it is difficult to disagree with the consensus view UK economic growth will be challenging for the next couple of years.