The recovery has come off the boil, but we think it will continue supporting the markets.

Much has happened since our last series. The world is largely open again, though the highly contagious delta variant and supply chain disruptions mean life is far from ‘back to normal’.

Higher inflation is starting to leak into central bankers’ plans for interest rate hikes and ‘tapering’ of QE. Meanwhile, the UK suffers an energy crisis as the COP26 climate summit approaches.

A guide to human efforts to tackle climate change.

Manager Alexandra Jackson explains why she expects medium-sized UK companies that are growing fast and consistently to continue to deliver strong returns. She examines key themes within the fund, notably the tech sector, while also considering how the boom in M&A activity is fuelling renewed focus on the UK market.

Manager Alan Dobbie explains why he’s excited about the strong bounce-back in UK dividends this year and how he believes this will reignite investor interest in UK equity income strategies. He examines the longer-term dividend outlook and considers how M&A activity highlights the latent value in UK markets.