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There are 6 item(s) tagged with the keyword "UK equities".

Displaying: 1 - 6 of 6

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
UK Budget 2021: Rishi's route to recovery

Chief Economist Keith Wade and Head of Equities Rory Bateman deliver their verdicts on the Budget.

Tags: Schroders, Adviser, Budget, UK Equities
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
Return of activism!

In the past three years we have seen the “revenge of the index” in the UK, where a market narrowly led by the large commodity stocks has made it harder for all-cap managers to keep pace. Are we now on the precipice of a reversion of this? Could there be enough attractive targets within the market that are opportunities for actively managed funds – heralding the return of activism? Richard Colwell, Head of UK Equities, discusses.

Tags: Columbia Threadneedle, UK Equities
Why We're Not Obsessing over Brexit

It’s approaching crunch time for Brexit. The resolution is far from clear, but Colin Morton, manager, Franklin UK Equity Income Fund, believes Brexit is unlikely to define the United Kingdom in five to 10 years’ time and that suggests there should be potential opportunities to be found in the current environment.

Tags: Brexit, Colin Morton, UK Equities, Income, Franklin Templeton

Displaying: 1 - 6 of 6