Beyond Bulls & Bears

UK Equities: Attractive Relative Valuations, Despite Relatively Unattractive Macro Signals
Equity

UK Equities: Attractive Relative Valuations, Despite Relatively Unattractive Macro Signals

While UK equities have faced a number of headwinds in 2021, there are reasons to be optimistic about the year ahead, according to Ben Russon and Will Bradwell of our Franklin UK Equity team. They discuss the economic recovery from COVID-19, inflation, the state of the consumer and why stock valuations look attractive.

Weighing UK Dividend Suspensions
Equity

Weighing UK Dividend Suspensions

More UK companies are likely to forgo dividends in the wake of the coronavirus pandemic, according to Franklin UK Equity Team's Colin Morton.

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.

Kissing a Lot of Frogs: The Work of a Small-Cap Manager

Kissing a Lot of Frogs: The Work of a Small-Cap Manager

Given the (UK) domestic bias to the earnings of smaller caps compared with larger caps, small caps seem to us to be more attractive as the global growth outlook faces numerous headwinds

In the Know: The UK Budget 2015

In the Know: The UK Budget 2015

There was no big pre-election giveaway, but instead a number of incremental positives, notably for the oil and asset-gathering sectors.

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.