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Poor macro data from the UK could signal a return to recession according to fund managers and IFAs. UK supermarkets catch fund managers attention The FTSE rally from last year's low has left some consumer plays such as UK supermarkets attractive to managers and IFAs.
Fears over worsening UK economic outlook Cazenove's Alex Smitten has been restructuring his portfolios in preparation for a possible double dip recession in the UK. OBSR fund focus: Aegon UK Equity The fund aims to maximise total return by investing in an actively managed portfolio of equities and equity type securities in companies based in the UK. Australian super mining tax may hit resources Australia's proposed Resource Super Profits Tax (RSPT) could hit funds invested in the mining industry.
Forestry has become more popular with investors looking for an alternative
to market volatility.
Relief for investment companies post Budget The AIC's Annabel Brodie-Smith assesses the impact the new coalition government has had on investment companies so far. IA Active Managed sector outperforms in the short-term Both the IA Cautious Managed and Balanced sector surprisingly lose out to sector vulnerable to liquidity crises. |
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