Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
Regions
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Analysis: Are investors getting it wrong about the UK?
Many believe the gloom over the outlook for the country is misplaced
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
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Analysis: Investors buckle up as Trump gets to work
What impact will the incoming administration have on individual companies and stockmarkets as the president rolls out a slew of executive orders?
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
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Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year, writes Lipper’s Dewi John
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
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Labour wins landslide majority to send Starmer to Downing Street
Commentators welcomed the result, but warned the party’s honeymoon period would be short amid a desire for swift change
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Quilter Cheviot adds Artemis US Smaller Companies fund to MPS
Added to North America building block
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Head to head: It is time to reassess UK plc?
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities