UK Growth

S&P's Daniel Vaughan reviews managers' positions in sector as elections approach

There is a danger that comes from the constant bombardment of macroeconomic information - increasing short-termism.

Since the start of the year, sterling has weakened materially against the US dollar, and slightly against the euro. For owners of UK equities this is a mixed blessing.

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.

The UK economy is recovering, although we expect the recovery to be fragile and anaemic.

For UK equity investors, the New Year has not started as brightly as the old one finished, but this does not mean the recovery has ended.

With fund flows recently seeing a recovery, the trend in UK stock markets has seen home investors shifting their bias into emerging markets. Is this just a drop in the ocean or the start of torrential investment downpour?

Aviva Investors has recruited Artemis UK hedge fund manager John Wood to run its UK Growth portfolio.

Jeremy Lang discusses his current investment ideas and how he manages his award-winning Liontrust First Growth Fund.

Fidelity International has appointed two senior research analysts as managers on its UK Growth and UK...