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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 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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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
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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 Equities
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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 Equities