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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
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UK equities- shifting to a more positive narrative
UK equities have fallen out of fashion in recent years—not helped by a slew of negative headlines. However, Martin Currie’s Ben Russon believes it is time to change the narrative to a more positive one, and shares the reasons for his optimism.
- Date published
- 6 Jun 2023
- Tag
- UK Equity
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Changing the narrative on UK Equity Income
UK equities appear to have had a period on the side lines. Not helped by the constant flow of negative headlines. However we think there are plenty of reasons to believe in UK equities now.
- Date published
- 22 May 2023
- Tag
- UK Equity
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What's sweet (and what's not) in UK smaller companies
A disciplined focus on companies within a market capitalisation range between £100m and £1bn provides investors clear differentiation between our small- and midcap offerings but there are also some compelling reasons to hunt within this range.
- Date published
- 10 May 2023
- Tag
- UK Equity
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Jewels in the crown
Many of today’s quality UK businesses either existed at the last Coronation or were born from themes emerging in the post-war boom. With this in mind, we are reflecting on the nascent trends of 1953 and how these have evolved into some of the
- Date published
- 4 May 2023
- Tag
- UK Equity
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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
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The Big SMid re-rate?
Portfolio Managers Richard Bullas and Dan Green review 2022 reflecting on a pronounced UK small-and-mid-cap drawdown and sharing their outlook for 2023.
- Date published
- 30 Jan 2023
- Tag
- UK Equity
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2023: Sizing the slowdown
If 2023 is anything like 2022 then the UK may be in for a bumpy ride – inflation surged, interest rates soared, currencies swung, and UK the government clashed. But for us, one of the main challenges ahead for UK equities can be succinctly
- Date published
- 21 Dec 2022
- Tag
- UK Equity
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UK Smaller Companies: A Decade of Outperformance
The FTF Martin Currie UK Smaller Companies Fund celebrated its ten-year milestone on September 1st 2022, marking a decade since the portfolio’s reposition to its existing investment philosophy. Richard Bullas and Dan Green reflect on the
- Date published
- 10 Nov 2022
- Tag
- UK Equity
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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