There are 11 item(s) tagged with the keyword "UK equities".
Displaying: 1 - 10 of 11
Higher bond yields are creating more attractive opportunities, but the backdrop remains uncertain. Chris Forgan and Caroline Shaw explain why they remain cautious on government bonds and where they continue to see value across markets.
In recent history the UK equity market has lagged global developed markets, yet there are signs that the tide is turning. Some of the characteristics that previously held the UK market back, including its sector mix, may now be working in its favour.
UK equities continue to trade at attractive valuations despite an improving market backdrop. At the same time, artificial intelligence is reshaping industries and business models, reinforcing the importance of disciplined stock selection and careful attention to valuation. Here, Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.
The FTSE 100 may be our flagship stock market, but it offers relatively little exposure to the domestic economy. If you really want to push up your exposure to the UK, William Tamworth recommends looking down.
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.
Investing in structural growth at the right valuation point
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.
UK's Evolving Political Landscape Signals Potential for Renewed Investment Opportunities
Staying True to Time-Tested Principles for Capital Preservation and Growth
Are we overly pessimistic on the underlying resilience of the UK economy? Are we reading too much into headline inflation and over-discounting
Displaying: 1 - 10 of 11