The Good, the Bad and the UK Stock Market

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After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.

UK equities: the song remains the same

Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone

Identifying key sustainable themes for 2023 and beyond

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The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

UK equities: winter of discontent?!

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Despite the macro headwinds and cost-of-living crisis facing the country, “UK plc” is in better shape than it is given credit for, and as long-term investors we will continue to concentrate on company fundamentals and not just the next six months

UK small and mid-cap: for the rebound and beyond

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Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.

Investment team updates – Market updates 1 April 2022

MarketUpdates

Latest news from around the investment desks.

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

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The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.

Volatilität 2022 mit aktivem Ansatz bewältigen

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Die globalen Aktienmärkte werden immer volatiler. Weitverbreitete Befürchtungen über steigende Zinssätze und höhere Inflationsraten, das Ende der fiskalpolitischen Anreize in vielen Regionen und geopolitische Spannungen setzen ihnen schwer zu.

UK equities: it’s all to play for!

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We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.