UK

For UK equity investors, the New Year has not started as brightly as the old one finished, but this does not mean the recovery has ended.

Cazenove UK Opportunities manager delivers consistent top-quartile performance

During periods of sharp recovery, investors seek out companies that share a combination of characteristics including poor relative returns in the market decline, attractiveness on stable measures of value such as book-to-price and high financial and operational...

For some time we have primarily focused on defensiveness which has proved pertinent in terms of performance.

We are actively seeking exposure to the media sector.

How do the runes read? As a result of cutting costs and maintaining prices, companies are continuing to show better cashflow.

Let us enjoy the equity sweet spot for now. Interest rates are likely to remain low for some time as the recovery remains fragile.

If lots of people are asking ‘Why bother with UK equities?' then history says that now is the time to invest

The big issues that long term investors must address when looking for investments

As its name suggests, the UK equity income sector provides exposure to companies that pay above-average dividends (the criteria for inclusion in the IMA UK equity income sector is a dividend yield of at least 110% of the FTSE All Share index yield).