Jupiter's Davies: The longer-term secular growth trends offering 'exciting opportunities'

Technology and EM consumer landscape

clock • 2 min read

Steve Davies, manager of the Jupiter UK Growth fund, gives his outlook for UK companies in 2017 following the Brexit vote, and highlights some longer-term trends which could benefit portfolios.

The clear lesson for investors in 2016 was to expect the unexpected, particularly when it came to politics, and for perfectly understandable reasons investor sentiment towards the UK is at rock-bottom at present. Despite this, anything that suggests we are heading for a softer Brexit, and with an extended transitional period, could trigger a bounce in sterling and a re-appraisal of the attractions of UK domestic companies, whose valuations I believe now look very appealing.  The resilience of UK consumers has been a boon to UK domestic companies, with disposable income in the UK conti...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Trustpilot