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
UK equities
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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
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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