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There are 12 item(s) tagged with the keyword "UK Equities".

Displaying: 1 - 10 of 12

Why the election will be good for small caps

Will Tamworth, co-manager of the Artemis UK Smaller Companies Fund, says the high level of M&A in UK small caps allows investors to reinvest the proceeds in under valued businesses for future returns.

Tags: Artemis, UK equities
Holding the Course

Investing in structural growth at the right valuation point

Tags: J O Hambro Capital Management, UK Equities
A Shrinking Market Brings Short-term Gains But Longer-term Pains

The UK stock market is currently analogous to a melting ice-lolly – the number of stocks and the aggregate market cap is falling. There’s a triangle of factors at play here, including mergers and acquisitions (M&A), share buybacks and companies leaving the UK market. 

Tags: J O Hambro Capital Management, UK Equities
Why increasing share buybacks are a positive signal for UK equities

UK equities may be out of favour with global asset allocators, but there is one set of investors who are snapping them up at a rate rarely, if ever, seen before.

Tags: Artemis, UK Equities
Investing through the revolving door

UK's Evolving Political Landscape Signals Potential for Renewed Investment Opportunities

Tags: J O Hambro Capital Management, UK Equities
New world: old rules

Staying True to Time-Tested Principles for Capital Preservation and Growth

Tags: J O Hambro Capital Management, UK Equities
Confounding Inflation

Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting

Tags: J O Hambro Capital Management, UK Equities
UK is a rich seam to mine ... and not just in commodities

It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets, but the UK is about much more than just commodities (and banks)

Tags: Columbia Threadneedle Investments, UK equities, UK equity
Rich pickings in an unloved market

With valuations at multi-year lows and the UK out of favour with global investors, what’s the right approach for a UK equity income manager? Chris Murphy, manager of the Aviva Investors UK Equity Income Fund, says there are some rich pickings amid the volatility.

Tags: UK Equities
Flashforward: Drawing parallels with 1999/2000
  • Investors in the UK and overseas are adopting extreme positioning in their hunt for defensive growth
  • The elastic has become very stretched and a sharp rotation could be overdue
  • This market dynamic is reminiscent of 1999/2000 whereby ‘old economy’ stocks are discarded in favour of ‘new economy’ stocks
Tags: UK Equities, Columbia Threadneedle

Displaying: 1 - 10 of 12