UK equities

Stock fell 15% on poor results

UK small- and mid-cap fund

Fund taken over by Nick Williamson

Funds handed to Harry Nimmo

Vishal Bhatia, co-manager of the JOHCM UK Growth fund, explores the companies deploying available surpluses to invest in themselves

ESG factors can have positive impact on performance

Luxury firm hit by economic slowdown

National obsession with house prices leads pontification on the demand outlook but the supply-side of the industry is where the real story is, argues Santander's Stephen Payne.

Concern over strategy

Manager has taken advantage of summer correction