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.

Finding Positives in a ‘Lower for Longer’ Environment
Equity

Finding Positives in a ‘Lower for Longer’ Environment

Even if we do see interest rates rise in the United States and/or the United Kingdom—possibly before the end of this year—it doesn’t necessarily mean equity investors should panic, because we think it is something that can be absorbed.

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.