The global economy continues to recover from the COVID-19 pandemic, but some countries are opening up faster than others and experiencing greater degrees of growth this year. The United Kingdom is one that has seen a strong economic rebound, and its equity market has weathered the storm. But, with new uncertainties ahead—including the threat of inflation—is now a good time to invest in UK stocks? Ben Russon, Richard Bullas, Dan Green and Will Bradwell of our UK Equity team discuss.
Global equities were mixed last week across the regions, reflecting unwinds and relative exposures to value versus growth. COVID-19 themes were evident as fears regarding the spread of the Delta variant hit investor sentiment given potential travel restrictions.
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