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In Investment week's latest deep dive Rachel Reutter, co-manager of the JOHCM UK Opportunities Fund, picks out five factors investors in UK equities need to look out for as we move forward in the ‘new normal’.
Disclaimer
For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.
As buybacks, M&A and transfers to the US slowly but surely reduce the UK equity market, short-term benefits will turn into long-term costs
Corporate activity continues to drive up returns in the unloved UK equity fund
UK cyclicals rally as the Bank of England turns dovish
Strong Results and Easing Rates Fuel Potential UK Market Recovery
In a resilient UK economy defying bearish sentiments, a rebound is anticipated as inflation eases, real wages climb and consumer confidence soars
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