IA's Cummings urges 'predictability' from government as asset managers eye infrastructure opportunities
Allocation to sector jumped to £40bn in 2017
Three new names appear on list
Joined in June
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...
Joins from Pinebridge Investments
Joins on 17 September
It has been a turbulent few years for UK income investors.
Total funds on list rise from 26 to 58
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
Matthew Jennings, Investment Director at Fidelity, analyses the factors behind the recent outperformance of value over growth in the UK - despite value lagging globally
Possibility of no-deal
UK equity outflows continue
PARTNER INSIGHT: Leigh Himsworth, portfolio manager of the Fidelity UK Opportunities Fund, assesses whether it is a mistake to read too much into the high street's recent weakness.
Caught out by sharp rally
Key sectors include clean energy and technology
Stronger underlying dividends
UK stockmarket under-owned by global investors
PARTNER INSIGHT: Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, explains how he has had to adapt to changing market conditions in order to stay ahead of the market.
UK equities saw the biggest fall