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UK Equity Quarterly Macro Update
Interest rates remain topic of the day.
- Date published
- 2 May 2024
- Tag
- UK Equity
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UK Equities: No muddle in the middle!
With history set to repeat itself, why the time is now for UK mid-caps.
- Date published
- 25 Mar 2024
- Tag
- UK Equity
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UK Small Caps: Transformative Trends
Portfolio Manager, Dan Green taps into four key long-term investment themes where pioneering goods and services are an emerging trend: The digital economy, consumer brands, content & intellectual property (IP) creation and decarbonisation.
- Date published
- 13 Mar 2024
- Tag
- UK Equity
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UK Monthly Macro - January 2024
A hawkish start to 2024 has weighed on UK equity market sentiment. But despite the surprise of higher than expected inflation, economic data remained strong, and central banks including the Bank of England (BOE) kept rates on hold.
- Date published
- 8 Feb 2024
- Tag
- UK Equity
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UK Monthly Macro - December 2023
Looking to 2024, in contrast with expectations at the start of this year, there is much to be positive about.
- Date published
- 29 Jan 2024
- Tag
- UK Equity
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Mandate for Recovery?
Which UK market sectors could benefit in an election year.
- Date published
- 5 Jan 2024
- Tag
- UK Equity
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An early Christmas present from the UK's housebuilders
With the sector very well capitalised, and many of the constituents boasting large and attractive land banks, we believe that it is time to build a case for the housebuilders.
- Date published
- 18 Dec 2023
- Tag
- UK Equity
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Martin Currie Investment Outlook 2024
We present our investment teams outlook for 2024 across global markets and the impact space.
- Date published
- 12 Dec 2023
- Tag
- Cross-Strategy
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UK Monthly Macro - November 2023
Pessimistic IMF forecasts overlook key green shoots emerging within the UK economy.
- Date published
- 6 Nov 2023
- Tag
- UK Equity
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Feeding Inflation
What food can teach us about inflation in the UK and Europe.
- Date published
- 24 Oct 2023
- Tag
- Markets
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UK Equities: Rejection to Resurrection?
After a period on the sidelines, could now the be the time that institutional investors reconsider their tactical and strategic UK equity allocations?
- Date published
- 1 Aug 2023
- Tag
- UK Equity
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Why Now For UK Mid Caps?
After a tough period of underperformance for UK mid cap stocks, we believe that investors should be reminded of some of the key characteristics that make the FTSE 250 a particularly attractive space at the present time.
- Date published
- 21 Jun 2023
- Tag
- UK Equity