UK equity outlook - Beyond Bulls & Bears

Beyond Bulls & Bears

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.

Ben Russon | May 25, 2022

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.

Ben Russon | February 14, 2022

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.

Ben Russon | November 23, 2021

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