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Investing in UK Equities: A choice, not an obligation
Why pension funds should be considering their allocation to UK equities.
- Date published
- 23 Sep 2024
- Tag
- UK Equities
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Emerging Markets: An Evolving Landscape - The US
In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
- Date published
- 23 Aug 2024
- Tag
- Emerging Markets
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Emerging Markets: An Evolving Landscape - Technology
Technology represents almost a quarter of the MSCI EM Index. It has almost doubled in size in since 2010 due to its positive performance and has been the best performing sector over the long term.
- Date published
- 23 Aug 2024
- Tag
- Emerging Markets
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Emerging Markets: An Evolving Landscape - China
In this instalment of our Evolving Landscape series, we discuss the disconnect between share prices and fundamentals, creating a significant investment opportunity.
- Date published
- 23 Aug 2024
- Tag
- Emerging Markets
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Emerging Markets: An Evolving Landscape - India
We believe that India has the potential to drive returns in EM over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.
- Date published
- 23 Aug 2024
- Tag
- Emerging Markets
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(Olympic) gold and stock market returns
What does Team GB's Olympic performance mean for your investment returns?
- Date published
- 22 Jul 2024
- Tag
- UK Equities
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UK election result 2024
Stability makes the UK even more investable.
- Date published
- 7 Jul 2024
- Tag
- Geopolitics
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UK Equities: 2024 half year outlook
The UK’s economic backdrop is suggesting this could be 1997 again.
- Date published
- 28 Jun 2024
- Tag
- UK Equities
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UK Equities: No muddle in the middle webinar
We have all seen the charts underlining the low relative valuations of UK mid- and small-cap stocks. But what could finally provide the trigger for a re-rating? Could it be falling interest rates?
- Date published
- 3 May 2024
- Tag
- UK Equities
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UK Equities: No muddle in the middle!
With history set to repeat itself, why the time is now for UK mid-caps.
- Date published
- 25 Mar 2024
- Tag
- UK Equities
