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.
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.
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.
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