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Steve Davies: Views on investor apathy towards the UK

Published by : Jupiter

UK domestic companies are deeply unloved and lowly valued, but this will create some exciting stock picking opportunities over the next couple of years, says Steve Davies, fund manager of the Jupiter UK Growth Fund.

Published: 27 November 2017

Business Area: UK

Type: Other

UK banks still not in favour

Published by : Columbia Threadneedle Investments

Chris Kinder, Portfolio Manager Threadneedle UK Fund

Published: 12 October 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Are ‘linkers’ the best way to guard against inflation?

Published by : Columbia Threadneedle Investments

Toby Nangle, Global Co-Head of Asset Allocation and Portfolio Manager argues that while inflation-linked bonds may be the least bad long-dated bonds in a world of rising inflation, he is looking for other ways to build inflation protection.

Published: 10 August 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Putting clients first as Brexit begins

Published by : Columbia Threadneedle Investments

The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.

Published: 10 August 2017

Business Area: UK

Type: Portable Document Format (.pdf)

UK politics: what's the impact on forecasts?

Published by : Columbia Threadneedle Investments

Developments in the UK have led our Multi Asset team to renew their focus on the region in recent weeks amidst the start of Brexit negotiations and the general election. In the latest Asset Allocation Monthly from Columbia Threadneedle, Maya Bhandari, Multi Asset Fund Manager, discusses these recent

Published: 19 July 2017

Business Area: UK

Type: Portable Document Format (.pdf)

Ahead of the curve: Brexit - speed bumps, slopes, & cake

Published by : Hermes Investment Management

After 12 months in the departure lounge, the UK's Brexit negotiations have started. Political fall-out has added an extra ‘speed bump’ on a journey likely to take way longer than the two years hoped for.

Published: 17 July 2017

Business Area: UK

Type: Other

‘Price versus value’: Allianz’s answer to why the stockmarket is wrong, so often

Published by : Allianz Global Investors GmbH

Allianz UK Opportunities manager, Matthew Tillett, discusses how understanding the differences between stock price and intrinsic value is key to discovering the best mispriced opportunities in today’s challenging domestic market

Published: 06 July 2017

Business Area: Equities

Type: Other

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)

Rating: 2 people found this useful

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)

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