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
UK equities
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Unicorn AIM VCT launches £25m fundraise
Prospectus to be available in January 2025
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IA: Investors pulled £2.4bn from equities ahead of Budget
September’s fund flow data showed investors taking action prior to the Autumn Budget, according to the Investment Association
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Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
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Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
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BNY: Strengthening pound undermining the case for UK equities
The Bank of England and Federal Reserve are diverging
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Pound cost averaging: The ninth wonder of the world
Eric Burns, lead manager of the SDL Free Spirit fund, makes the case for UK equities
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IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value