Beyond Bulls & Bears

Reasons for optimism in UK equities
Equity

Reasons for optimism in UK equities

Despite concerns about rising interest rates, a growth slowdown and stock market volatility, there are reasons to be optimistic about the outlook for UK equities, according to Martin Currie’s Ben Russon. He shares the latest data counteracting the cost-of-living crisis, trends that exhibit the strength of the UK economy relative to the rest of the world, and where he sees opportunities in the UK stock market.

UK Equities: Where Next?
Equity

UK Equities: Where Next?

Many investors had underestimated the strength of the UK economy, and derated equities even prior to the pandemic and today’s inflationary headwinds. However, despite the pressures on household finances, there are encouraging signs for continued economic growth—and attractive market valuations, according to Franklin UK Equity’s Ben Russon. He shares his latest UK equity outlook.

The Cure for Low Oil Prices?

The Cure for Low Oil Prices?

Our analysis now centres on an estimation of the break-even price of oil and, in particular, how much it costs to get a barrel of oil out of the ground, because that will likely have significant implications on investment in the sector in the future.