UK Equities

Strategy focus: A smoother ride in UK equities

Strategy focus: A smoother ride in UK equities

An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...

Extending the alpha opportunity in UK equity

Extending the alpha opportunity in UK equity

When fund managers have a positive view on a stock, they can buy it and build a position as large as their liquidity and risk parameters allow. In many cases, this can be many times the weight of the stock in the index, significantly increasing the potential to...

The audience angle: Mitigating risk in UK equities

The audience angle: Mitigating risk in UK equities

Galvanised by the general election result and ‘Boris bounce’, savers poured £1.3 billion into UK equity funds in December – inflows not seen since 2013. This new-found confidence was felt across the UK commercial community, with demand for funds investing in large,...

Steve Davies leaves Jupiter as UK Growth fund languishes

Steve Davies leaves Jupiter as UK Growth fund languishes

Steve Davies is leaving Jupiter after a prolonged run of poor performance on the £958m Jupiter UK Growth fund and investment trust of the same name. Davies, who was last week replaced as manager of the trust by Richard Buxton,...

Stop Bailey BoE appointment until Woodford inquest done

Stop Bailey BoE appointment until Woodford inquest done

Shadow chancellor John McDonnell has demanded that Andrew Bailey’s appointment as governor of the Bank of England be suspended until an inquest into his conduct as head of the Financial Conduct Authority be completed.