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
UK equities
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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
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IA: Equities experience positive quarter after June £1.2bn inflows
Fixed income loses £1.2bn in June while net inflows into equity funds turn positive
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Calastone: UK equity fund outflows slow
Equities see a net £2.19bn in inflows
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IA: UK equities experience worst outflows on record in May
UK investors remove net £136m in May after March and April inflows
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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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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Rathbones: 81% of investors expect UK equity growth over next year
Survey among wealth managers, financial advisers and financial planners