According to the latest Bank of America Merrill Lynch survey, 28% of fund managers are underweight in UK stocks.
Mergers are not bad in themselves, says Merryn Somerset Webb, but the current scale of activity is alienating investors and damaging shareholder capitalism.
The Sainsbury’s-Asda merger was a surprise, but the reasoning behind it is sound, says Matthew Lynn. More are on the way.
A merged Sainsbury’s and Asda would pose a powerful joint challenge to Tesco. But the deal raises serious competition concerns. Alex Rankine reports.
… but that could be good news for canny investors, says Jonathan Compton. Things can hardly be expected to get any worse, and the tidbits are looking cheap.
As inflation rears its ugly head again, John Stepek looks at what the charts can tell us about the way the global economy could be heading.
If you’d held it since 1999 and reinvested all your dividends, your money would have increased by a factor of 2.5, as the progress of the FTSE Total Return index shows.
High street bellwether Next is just the latest big name to hit trouble. It has made mistakes, but is also grappling with sector-wide problems. Alice Gråhns reports.
A backlash has forced Aviva to think again about scrapping its preference shares – but the damage is done, says John Stepek.
There’s one asset class that global investors absolutely loathe right now – UK stocks. John Stepek explains why, and how that can give you an advantage over the professionals.
Merryn Somerset Webb may not be wildly bullish about equity markets, but here she channels her inner Tigger to find reasons to be positive.