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

Many investors moved after Brexit

clock • 3 min read
Jeremy Gatto of Unigestion

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...

To continue reading this article...

Join Investment week

  • 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


More on UK

Nick Train spoke at an investment seminar

Nick Train apologises again and bemoans 'painful' UK market

Investment seminar

clock 18 May 2022 • 3 min read
Ritu Vohora of T. Rowe Price

From beverage manufacturers to luxury goods: How pricing power trumps inflation

Valuations matter more than before

Ritu Vohora
clock 12 May 2022 • 4 min read
Top UK fund managers have maintained strong sales so far in 2022

Pridham Report: Fidelity sees sharp growth in Q1 2022

Fidelity funds up 60% from last quarter

Elliot Gulliver-Needham
clock 10 May 2022 • 1 min read