A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 11 item(s) tagged with the keyword "UK Equities".
Displaying: 1 - 10 of 11
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
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)
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.
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.
Displaying: 1 - 10 of 11