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  • UK Monthly Macro - September 2023

    Have UK interest rates reached the peak of (Table) Mountain? Read Ben Russon’s thoughts here in the latest instalment of UK Monthly Macro.

    Date published
    11 Sep 2023
    Tag
    UK Equity
  • Monthly Macro

    UK Monthly Macro - August 2023

    Is softening inflation the catalyst that UK equity investors have been waiting for? Martin Currie's Ben Russon discusses the opportunity set in the latest instalment of UK Monthly Macro.

    Date published
    8 Aug 2023
    Tag
    UK Equity

  • 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

  • UK Monthly Macro July 2023

    A continuation of recent trends in June as monetary policy in the UK took a further hawkish tilt as both wage and inflation data surprised to the upside.

    Date published
    10 Jul 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

  • UK Monthly Macro June 2023

    In June’s monthly macro, Ben Russon reflects on some worrying UK data and what challenges lie ahead for forecasters.

    Date published
    8 Jun 2023
    Tag
    UK Equity
  • UK Equities Changing the Narrative

    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

  • 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

  • UK Monthly Macro May 2023

    In May's Monthly Macro, Ben Russon discusses how the UK is demonstrating resilience despite banking fears in the US and stubborn inflation.

    Date published
    17 May 2023
    Tag
    UK Equity

  • 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
  • UK Midcap

    The Leeds Collective

    Regular insights from one of the industry’s most experienced UK Equity teams.

    Date published
    9 May 2023
    Tag
    UK Equity

  • 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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