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The Leeds Collective

Common sense investors committed to UK Equities.

  • 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
  • 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
  • Mandate for Recovery?

    Which UK market sectors could benefit in an election year.

    Date published
    5 Jan 2024
    Tag
    UK Equity
  • 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

  • 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
  • Feeding Inflation

    What food can teach us about inflation in the UK and Europe.

    Date published
    24 Oct 2023
    Tag
    Markets
  • 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
  • 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

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