The polarisation of perspectives on the UK market has continued throughout 2020.
'Constructive macro view' behind latest additions
Added to Asia and luxury spending holdings in UK and global equity funds
Property and tech expected to boom
Why Ikea store closure will not flatten market
Value stocks present 'rich stream of alpha'
Companies with FRC exposure must 'up their game'
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.
No single internal structure suits all businesses