Brexit is yesterday's news: UK equities are the talk of the town with plenty of value and opportunity

Deep Dive into UK equities

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Richard Warne of Beaufort Investment
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Richard Warne of Beaufort Investment

The UK equity market has been seen as the place to avoid since the Brexit vote of 2016. The asset class has been unloved and out of favour, with uncertainty around the vote – and the knock-on implications of this – meaning that many global asset allocators have steered well clear.

But now that Brexit is firmly yesterday's news, and within the UK we have made great strides in terms of the vaccine rollout to tackle the pandemic, UK equities now look to present a very different proposition. We expect the areas that will prove most popular will be value and economically sensitive companies, being likely to reap the greatest benefit from any potential domestic economic recovery.  Within the UK equity market, we have had two speeds. On the macro side, UK equities have been left off the table by many investors, but within the asset class there has been a strong prefer...

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