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Lenders & Spenders: Div Fins Weekly Outlook: UK | Brokers, Asset Mgrs & Exchanges

发布日期: 2026-06-19研究机构: Jefferies报告页数: 7原文语言: English证据页码: 1

研报英文原文证据摘录

Lenders & Spenders: Div Fins Weekly Outlook: UK | Brokers, Asset Mgrs & Exchanges

ults

share-for-share combination, so the price did not reflect a premium in the same way it would 6-Aug QLT Interim results

have if it had been a cash acquisition. 13-Aug MUX Interim results

13-Aug PBEE Interim results

Wider wealth sector: As we near the end of the quarter it looks likely we will see some upgrades 1-Sep PGHN Interim results

in July. While UK equity markets have been broadly flat since 31 March, the S&P 500 is up 3-Sep MNG Interim results

15% and the pound has weakened slightly. While bond markets have sold off, we would expect 7-Sep ASHM FY26 results

9-Sep ANTIN Interim results

an overall tailwind from asset prices. After a strong quarter for flows from January to March, 13-Oct IHP 4Q update

we think momentum has continued. Search interest for common tax wrappers has been high, 14-Oct ASHM 1Q update

bank ISA flows have been strong and commentary in 1Q updates was positive too. We expect 15-Oct EQT 3Q update

D2C players to have been the biggest beneficiaries. 20-Oct DB1 3Q update

21-Oct ABDN 3Q update

Exhibit 1 - Search interest in "stocks and shares Exhibit 2 - The S&P 500 will have been a tailwind 21-Oct PBEE 3Q update

ISA" in the UK this quarter 21-Oct QLT 3Q update

120 7800 22-Oct AJB 4Q update

7600 22-Oct LSEG 3Q update 100 7400

22-Oct RAT 3Q update

80 7200

7000 22-Oct TKO 3Q update

60 6800 28-Oct DWS 3Q update

29-Oct AMUN 3Q update 40 6400

6200 29-Oct STJ 3Q update

6000 5-Nov DBAN 3Q update

5800 0 5-Nov ENX 3Q update

21 21 21 22 22 22 22 23 23 23 23 24 24 24 24 25 25 25 25 26 26 Mar Apr Apr Apr Apr May May May May Jun Jun Jun

Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun Sep Dec Mar Jun 31 07 14 21 28 05 12 19 26 02 09 16 5-Nov MNG 3Q update

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