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The folly of home bias: why UK-only investors are missing out on alpha

Published by : Aviva Investors

Aviva Investors manager, Thomas Wells, reveals why investors who only focus on the UK will be handicapped in their ability to maximise returns. Investing internationally brings much greater diversification, giving investors exposure to potentially fast-growing stocks and sectors that are simply

Published: 27 June 2017

Business Area: Equities

Type: Portable Document Format (.pdf)

UK Inflation: Between Wages and a Hard Brexit

Published by : Old Mutual Global Investors

The incoming government could fan pay rises while pursuit of a ‘clean’ Brexit might prompt further weakness in sterling.

Published: 23 June 2017

Business Area: UK

Type: Portable Document Format (.pdf)

UK Election: Investing after yet another voter revolt

Published by : Old Mutual Global Investors

OMGI's Anthony Gillham expects further volatility in UK assets following the UK election result.

Published: 15 June 2017

Business Area: UK

Type: Portable Document Format (.pdf)

The Youngsters' Revolution

Published by : Old Mutual Global Investors

Richard Buxton believes that the UK election result reveals divisions between young and old.

Published: 15 June 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Triggering of Article 50: Multi-Asset Positioning as Brexit Starting Gun is Fired

Published by : Old Mutual Global Investors

Britain’s entry into exit talks with the EU may present an occasion to position for ‘de-globalisation.’

Published: 07 April 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Triggering of Article 50: Europe Carries on Regardless

Published by : Old Mutual Global Investors

Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies fund, reacts to the news that the UK government will trigger Article 50 on Wednesday 29 March and will leave the European Union in two years’ time.

Published: 07 April 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Triggering of Article 50: Phoney War Tactics?

Published by : Old Mutual Global Investors

Richard Buxton, head of UK equities and manager of the Old Mutual UK Alpha Fund, assesses the likely impact for investors of the triggering of Article 50.

Published: 07 April 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Why We’re Taking a Long-Term View of UK Mid-Cap Valuations

Published by : Franklin Templeton Investments

UK mid-cap stocks had a tough 2016, but Paul Spencer, Franklin UK Equity Team, flies the flag for mid-caps and argues that investors willing to take the long view should find value there.

Published: 30 March 2017

Business Area: UK

Type: Other

Brexit clouds the outlook for UK supermarkets

Published by : Columbia Threadneedle Investments

Arabella Duckworth, Senior Credit Analyst, argues that as sterling’s post-Brexit depreciation threatens to make a tough, competitive environment even harder, the sector is in a stronger position to weather the storm.

Published: 15 March 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Where is UK growth going to come from? M&G's take on the IFS Green Budget

Published by : M&G Investments

The IFS (Institute for Fiscal Studies) Green Budget hit the headlines last week with its forecast that, over the course of this parliament, the UK tax burden is set to rise to its highest level in 30 years. The IFS has calculated that by 2020 the proportion of national income raised through taxes

Published: 06 March 2017

Business Area: UK

Type: Portable Document Format (.pdf)