Outlook 2022: UK equities City Talk The UK holds many mispriced opportunities for stockpickers. Pick-up in M&A activity is striking. Stock market fit for the future. Sue Noffke, Head of UK Equities: UK shares remain cheap because of the perceived significant political and economic risks of Brexit, which continue to linger and depress the valuation of the UK stock market. We [...]
Death of the High Street? Why we’re still backing UK retail City Talk Following some dire headlines you might rightly wonder why the share prices of UK retailers have recorded double-digit gains this year (see graphic, below). Surely the relentlessly downbeat mood music from the mainstream media (and pessimism among analysts) is confirmation that the UK consumer is in full retreat, and consumer-exposed sectors are in deep trouble? [...]
