Smaller Companies: Understanding the risks
Understanding the return premium and exploring the diversification potential
Understanding the return premium and exploring the diversification potential
UK equities have been shunned by asset allocators, mainly for political reasons, but there could be opportunities for investors who are willing to remain focused at a stock level. We now have a rare combination of attractive investment conditions, coupled with low valuations. The UK equity market could therefore offer a potentially attractive long-term opportunity.…
The negative mood enveloping UK equities looks overdone – we argue there are compelling reasons to invest at the current time.