Search
Latest Insights
-
UK Equities: No muddle in the middle webinar
We have all seen the charts underlining the low relative valuations of UK mid- and small-cap stocks. But what could finally provide the trigger for a re-rating? Could it be falling interest rates?
- Date published
- 3 May 2024
- Tag
- UK Equity
-
UK Quarterly Macro Update
Interest rates remain topic of the day.
- Date published
- 2 May 2024
- Tag
- UK Equity
-
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
-
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
-
Feeding Inflation
What food can teach us about inflation in the UK and Europe.
- Date published
- 24 Oct 2023
- Tag
- Markets
-
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
-
3 Reasons to Consider the UK for Equity Income
Rising interest rates have made bonds a more attractive source of income. However, the FTSE 100 remains a natural hunting ground for active managers. Here, we propose three compelling arguments for UK income exposure.
- Date published
- 15 Mar 2023
- Tag
- UK Equity
-
FTSE 250: Finding Value in Growth
Richard Bullas tackles the year-to-date challenges in FTSE 250 investing head on, discussing the relative underperformance vs the UK market and the enticing opportunities that are emerging as a consequence.
- Date published
- 18 Aug 2022
- Tag
- UK Equity