Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
Labour
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Liontrust suffers £1.1bn outflows in latest quarter
Total outflows increased to £2.1bn in the first half of its financial year
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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Calastone: UK equity fund outflows slow
Equities see a net £2.19bn in inflows
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How non-dom clients will be affected by UK tax changes
GSB’s Mauro De Santis Bo argues proposed reforms present a ‘complex challenge’
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Cash Isa inflows surge in June
AJ Bell voices concerns that savers might be hoarding too much cash
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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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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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
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Conservatives pledge to deliver further cuts to National Insurance
Rishi Sunak delivered the party’s election manifesto at Silverstone
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Labour drops plans to reintroduce lifetime allowance
The party had previously planned to bring back the LTA, which was scrapped in the 2023 Spring Budget