Beyond Bulls & Bears

Shining the Spotlight on Domestic Mid-Cap Stocks, Despite Brexit Uncertainty
Equity

Shining the Spotlight on Domestic Mid-Cap Stocks, Despite Brexit Uncertainty

“It’s understandable that UK mid-capitalisation (mid-cap) stocks might have fallen out of favour with some investors… However, we think it is prime time to dig a little deeper into some investment themes we’ve seen at play within the UK mid-cap market.” - Paul Spencer, vice president, portfolio manager, Franklin UK Equity team

How Our Investment Assumptions Colour Our Mid-Cap Strategy
Equity

How Our Investment Assumptions Colour Our Mid-Cap Strategy

In a year filled with economic and political uncertainty, it remains difficult to predict what the future holds. While Paul Spencer, Franklin UK Equity team, shuns the crystal ball, he presents some base-case expectations in the United Kingdom to underpin his investment approach.

UK Mid-Caps: Appealing to a Global Audience
Perspectives

UK Mid-Caps: Appealing to a Global Audience

The same value assessments that make UK mid-cap stocks attractive to overseas investors could, we think, lead to heightened levels of M&A in this space in the coming year.

Why Wouldn’t You Invest in Mid Caps?

Why Wouldn’t You Invest in Mid Caps?

The range of industries and exposures offered by mid-cap companies persuades us that this remains an attractive place to hunt out bargains.

Is There Value Left in UK Stocks?

Is There Value Left in UK Stocks?

A phenomenon that we think will have an increasing impact on stock markets this year is merger and acquisition (M&A) activity, which has been running at markedly lower levels in the last year or so, particularly in the United Kingdom.

UK Recovery Confronts Market Headwinds

UK Recovery Confronts Market Headwinds

It’s important to the United Kingdom that Europe, one of the United Kingdom’s major trading partners, stays on track so the UK economy can continue to achieve a more balanced, sustainable recovery.

Redefining the Large- Vs Small-Cap Debate

Redefining the Large- Vs Small-Cap Debate

A lot of investors looking for equity values want to try to split the market into large-, mid- and small-cap. I think what's been going on recently is a little bit more complicated than that.