At the Citywire New Model Adviser Retreat in September, we conducted a poll to find out where advisers will be increasing allocations in equity and bond sectors over the next six months. Of the 67 advisers who answered our equities question, 33% said they will be allocating to UK equities.

The UK Stock market has seen modest returns since 2000. Brexit and the UK’s “value” positioning have not been helpful. Now with Brexit behind us and the growth versus value debate less clear cut, the UK with its lower valuations and recovering earnings, offers valuable and very necessary diversification for global equities portfolios.

Slater Recovery leads the UK funds that have been the best at protecting investors’ cash. The £339m multi-cap fund, run by FE fundinfo Alpha Manager Mark Slater, was the third-best performer in the IA UK All Companies sector over the past five years, returning 140.2%. The fund has managed this while also falling less than the market in bad times. Its downside capture ratio of 43.7 was the best among its peers. It also had a decent upside capture ratio, of 116.6, showing it performed well in both rising and falling markets.

Why investors should entrust their hard-earned money to growth champion Mark Slater.

UK companies have shrugged off the gloom of recent years and have become the target of considerable interest from international buyers. Meanwhile, the surge of new listings shows no sign of abating.

Schroders Global Investors Study, which surveyed 23,950 investors from 33 locations globally, has found that sustainability is moving up the agenda post-pandemic, with 55% of investors now placing greater importance on environmental issues.

Nearly nine in ten professional investors from the UK, US and Germany believe UK equities are undervalued, according to new research shared exclusively with City A.M. this morning.

The annual assessment of the state of the industry found that total funds under management for UK investors also saw an 11% increase year on year, reaching £1.4 trillion in 2020. The recovery and resilience of the industry’s recovery through the Covid-19 pandemic has been attributed to quick adaptation to home working, a focus on delivering for customers, and crucial interventions from the central banks.

Dividends were slashed as Covid hit but now UK equity income funds and trusts are tipped for a rebound.