Deep Dive: There are many factors to consider in UK equities

Many investors moved after Brexit

clock • 3 min read
Jeremy Gatto of Unigestion
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Jeremy Gatto of Unigestion

The market tends to be cyclical in nature and the FTSE 100 has an important weight on so-called exporters, so the direction of the pound, along with macroeconomic dynamics, are important drivers.

We have been arguing for some time that inflationary pressures were unlikely to be short-lived, partly due to the difficulty the UK is having in solving its supply-chain problems. Indeed, the focus on...

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