Assetco tipped as better home for R&M than Premier Miton
The UK All Companies sector would contain six different funds with a Premier Miton/R&M badge if the two managers joined forces
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The UK All Companies sector would contain six different funds with a Premier Miton/R&M badge if the two managers joined forces
Andrew Bailey, the governor of the Bank of England, forecasts 7.25 per cent growth in the UK economy this year. So how should investors respond to the change for the good in the economy's fortunes?
Veteran fund manager Hugh Sergeant has rarely been more positive about the UK equity market in a City career spanning more than a quarter of a century than he is now. Sergeant, head of value and recovery at asset manager River and Mercantile, believes the UK stock market could deliver returns of up to 30 per cent this year. His view is that corporate profitability will bounce back sharply as the economy reopens and goes into strong recovery mode. Bounce: Over the last year, in the aftermath of a strong market correction in February and March 2020, the fund has recorded a total return of 61%
The four British 'value' funds to buy if tech stocks keep tumbling Businesses that have struggled during the pandemic are expected to soar in the recovery Technology firms have been hit by higher inflation fears The "great rotation" away from high-growth companies to "value" stocks shows no signs of abating, so how can investors profit from the shift? Telegraph Money has identified four British funds best placed to capitalise on the move away from the dominance of American technology stocks as markets begin adjusting to a return to more normal economic cycles. Expectations of a resurgent ...