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UK Equities: Are UK mid-caps set to shine?
We believe that by carefully navigating short-term market fluctuations and capitalizing on attractive valuations, investors can unlock the full potential of mid-cap investing.
- Date published
- 15 May 2024
- Tag
- UK Equities
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UK Small Caps: Transformative Trends - Decarbonisation and three net-zero heroes
In this second instalment of a four-part series, Portfolio Manager, Dan Green looks at the structural transformation being taken towards net-zero carbon solutions in the UK and overseas, highlighting three companies that could benefit.
- Date published
- 10 May 2024
- Tag
- UK Equities
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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 Equities
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UK Equities: Interest rates remain the topic of the day
Read the latest quarterly update from the UK equity team.
- Date published
- 2 May 2024
- Tag
- UK Equities
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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 Equities
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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 Equities
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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 Equities
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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 Equities
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Mandate for Recovery?
Which UK market sectors could benefit in an election year.
- Date published
- 5 Jan 2024
- Tag
- UK Equities
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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 Equities
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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 Equities