UK equities: it’s all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Less bezzle, more sparkle in the UK!
In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Market Monitor – 26 February 2021
Global stock markets have endured another volatile week: while there are encouraging signs regarding the end of the pandemic with the vaccine roll-out continuing across Europe and North America, investors are growing more and more concerned about rising inflation.
Market Monitor – 19 February 2021
Global stock markets have endured a mixed week with the February rally appearing to slow down.
Market Monitor – 12 February 2021
Global stock markets have extended their February gains this week, although most indices have struggled to maintain the stellar performance seen at the start of the month.
Market Monitor – 05 February 2021
Global stock markets hit record highs this week as optimism about new stimulus measures in the US and a potentially happy outcome to Brexit negotiations in Europe brought some pre-Christmas cheer. In both cases, however, it remains to be seen whether agreements can be reached before politicians in Washington, London and Brussels take their end-of-year break: but investors appear willing to believe there are strong grounds for hope.
Market Monitor – 2021 outlook
The beginning of any new year is a good time to review your financial situation – but it is especially important in 2021 given the tumultuous 12 months that have just come to an end.
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
Stock picking paramount in European small cap market
Managing money in a crisis can be challenging, but our long-term investment approach and valuation discipline have helped us take advantage of the market dislocation
