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Activist investing

  • Retail investors become largest UK investment owners as wealth managers look elsewhere 

    Investing

    Retail investors solidified their place as the largest group of investment trust owners last year, as wealth managers and institutional investors decreased their holdings. As of 2025, retail investors hold a combined £50.5bn, equivalent to a 37 per cent stake, according to the latest state of the nation report from Warhorse Partners. This was up [...]

    Britons are failing to maximise their ISA allowance by investing at the end of the tax year
  • The Works shares jump after activist investor ups stake

    Retail

    Shares in The Works jumped on Monday morning after a well-known small cap activist investor upped its stake in the retailer. The high street staple, which has more than 500 stores across the UK, had been trading with a market cap of just £20m despite turning over more than £250m annually. According to activist investor [...]

    The Works store at Westfield Shepherds Bush with increased foot traffic after activist investor boosts stake in retailer
  • American hedge fund relaunches campaign against Scottish investment trust

    Investing

    The American hedge fund tycoon behind a years-long assault on Britain’s investment trust industry has revived his campaign against a Baillie Gifford-run fund less than a month after being resoundingly defeated by shareholders at a crunch meeting. Saba Capital founder Boaz Weinstein shared an open letter to investors in the Edinburgh Worldwide Investment Trust (Ewit), [...]

    Boaz Weinstein, founder of Saba Capital, in a professional setting discussing financial strategies and market insights
  • High earners see purchasing powers eroded after Budget measures 

    December 15, 2025

    High earner households could lose thousands in purchasing power over the next few years as a result of measures introduced in last month’s Autumn Budget. According to analysis of HM Treasury data, high earners not rich yet (HENRY) households will see an average reduction in their annual purchasing powers by over £15,000 by 2029, due [...]

  • Government must increase financial education in order to boost investment, think tank warns

    October 20, 2025

    The government must do more to encourage wealth building and increase financial knowledge as Brits continue to turn away from retail investing, a think tank has warned. According to the latest report from the Startup Coalition, only 50 per cent of adults invest in the stock market, leaving billions in low-yield accounts and cash ISAs, [...]

  • Savers stick to cash amid fears over investment risks

    September 18, 2025

    Fears over falling stock prices are prompting UK savers to avoid investing, new research has found, with Brits preferring to park their earnings in cash. According to online trading platform IG, three in five savers believe any form of retail investing is too risky, despite government and industry figures’ encouragement  to increase their exposure to [...]

  • Demand for passive funds drives assets under management to record highs

    August 13, 2025

    The UK investment management industry reached “record highs” in 2024, boosted by demand for low-cost products and overseas interest in UK assets. Tracker net sales surged for the third consecutive year, as investors increasingly look towards low-cost products and passive investments. In contrast, active sales tumbled, according to the latest report from the Investment Association [...]

  • Former Centrica boss in running to be next BP chair

    June 21, 2025

    The former boss of multinational energy firm Centrica is among those in talks to be the next chairman of BP. Sam Laidlaw is being considered as a successor to Helge Lund, who announced he would step down from BP in April. Laidlaw is one of a number of prominent candidates in the running to chair [...]

  • BP shares plummet as firm chops buyback amid weakened oil market

    April 29, 2025

    British energy giant BP chopped its quarterly share buyback after President Donald Trump’s erratic tariff agenda sent the price of oil tumbling. BP cuts its buyback to $750m (£559m), compared to $1.75bn the previous quarter. The firm’s shares dropped nearly four per cent in early trading on Tuesday. This comes after the cost of a [...]

  • Yougov boss facing call to resign from activist investor Gatemore

    January 14, 2025

    Yougov is facing calls to sack its boss and kick off an “urgent strategic review” from an activist investor today after a dramatic fall in its share price over the past year. Gatemore Capital Management, an activist investment firm which owns around 1.3 per cent of Yougov, wrote to the company’s board demanding that boss [...]

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