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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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UK Monthly Macro - February 2023
Markets in risk on mode as corporate updates remained robust and macro-economic data continued to point in the right direction.
- Date published
- 15 Feb 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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UK Smaller Companies: Transformative Trends – Decarbonisation
In the final instalment of a four-part series, he discusses the structural transformation driven by society’s shift to net-zero carbon solutions.
- Date published
- 19 Jan 2023
- Tag
- UK Equity
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UK Monthly Macro - January 2023
A challenging year for equity investors but green shoots are emerging.
- Date published
- 15 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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Fireworks at Westminster
As the nascent Conservative cabinet grapple with an explosive inauguration, UK equity investors can draw parallels with the foiled gunpowder plot of 1605.
- Date published
- 3 Nov 2022
- Tag
- UK Equity
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History made in Downing Street
Following the collapse of the “Trussenomics” era, Ben Russon and Will Bradwell assess the task ahead for Rishi Sunak and how the UK market may react to the newly appointed prime minister.
- Date published
- 26 Oct 2022
- Tag
- UK Equity
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Mini-budget, Maxi-consequences
Engulfed by panic, UK investors are reacting to the extraordinary degree of debt-funded fiscal loosening announced by the treasury. Ben Russon reflects on the Chancellor’s ‘mini’ budget and assesses the opportunities arising for UK equity
- Date published
- 3 Oct 2022
- Tag
- UK Equity
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UK Smaller Companies: Transformative Trends – Content and IP Creation
In the third instalment of a four-part series, he analyses how shifting social dynamics are providing tailwinds to businesses operating within the Content and IP Creation value chain.
- Date published
- 21 Sep 2022
- Tag
- UK Equity
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Martin Currie announces new leadership roles within its Leeds-based UK Equity team
Martin Currie is delighted to announce that Ben Russon and Richard Bullas will co-head Martin Currie’s UK Equity team effective 1 October 2022.
- Date published
- 5 Sep 2022
- Tag
- UK Equity