What are the share price 'catalysts' for UK equities?

Focus on consumer discretionary

 Mark Swain, fund manager at Smith & Williamson

Mark Swain, fund manager at Smith & Williamson

Within the market, we are witnessing an increase in the dispersion of returns produced by individual securities - something which poses opportunities as well as threats for investors.

Stock level dispersion can be monetised on both the upside (through long positions) and downside (through short sales). With regard to the latter, the 'casual dining' space is looking unappealing. Problems...

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