There are 73 item(s) tagged with the keyword "UK".
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Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, shares his latest outlook for UK equities. As investor sentiment shows signs of turning overly pessimistic, he outlines why, as a contrarian investor with a value focus, he is growing increasingly optimistic about certain areas of the domestic market.
Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Our value-focused portfolio managers discuss what lies ahead for investors in the US and UK markets, with a focus on the evolving opportunity set in the financials sector.
Steve Ellis, Global CIO Fixed Income, provides his outlook for bond markets against a challenging macro backdrop of slowing growth and inflationary risks. He outlines why investors should not fear duration in the current environment and, within this construct, reveals three key areas where we are focusing our attention: inflation protection, high quality credit and Asia.
Recent market conditions have presented challenges for quality-focused investors. After years in the doldrums, lower-quality, cyclical companies are enjoying a moment in the sun. However, over a longer investment time-horizon (three to five years), value rallies like this one tend to fade.
Should we be concerned about a hit to UK households’ finances?
The UK has experienced a high level of headline inflation this year. But is this a short-term consequence of the economic bounce-back post-covid, or the start of a longer-term pick-up in price pressure?
Urgent action is needed this decade to meet global commitments on climate change. There are compelling long-term opportunities for companies that can actively accelerate the shift to a low carbon economy.
Our focus as active fund managers is always on finding mispriced stocks and ESG integration underpins our investment process at every stage.
Question: You say you are a contrarian investor. If we look at your top holdings in the Invesco Asian Fund (UK), such as Taiwan Semiconductor Manufacturing (TSMC) and Samsung Electronics, they don’t seem very contrarian ideas. Have your philosophy and process changed?
Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealth terms. While China is firing on all cylinders, Israel stands out as the fastest mover among developed markets.
Displaying: 11 - 20 of 73