FE Trustnet pulls up the Investment Association funds that hold at least one of the major blue-chip UK housebuilders in their list of top 10 stocks and looks at how this has impacted their performances year-to-date. In an article published earlier this month, S.W Mitchell Capital’s Brian Cullen told FE Trustnet that he started the year with a significant overweight to housebuilders and, since the EU referendum, he has more than doubled his exposure to the sector and has increased his weightings in Redrow, Taylor Wimpey Barratt and McCarthy & Stone.
In the Financial Times, Charlie Carnegie, research director at Arisaig Partners, and Eric Pedersen, head of responsible investments at Nordea Asset Management, discuss divesting from emissions-heavy dairy and meat industries. Link
In Trustnet, Vincent Ropers, co-manager of the TB Wise Multi-Asset Growth fund, shares his thoughts on where to find value away from Silicon Valley tech stocks. “The sky hasn’t...
