Why it is no time for a 'gung-ho' approach to UK equities

clock • 2 min read

Brexit continues to dominate the headlines, with the overall prognosis no clearer.

Sadly, rhetoric from the previously conciliatory European Union is becoming more assertive, suggesting discussions could go down to the wire. GAM's Gosden: The Brexit process has been too much for investors Overall, the outcome remains too difficult to call and underpins the importance of not relying on market direction to generate performance. The next few months in the UK are likely to be dominated by the 'B' word and, while we think UK equities are attractive in anything other than a no-deal scenario, we do not think there is anything to be gained by adopting a 'gung-ho' approac...

To continue reading this article...

Join Investment Week for free

  • 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
member?

Login

More on UK

Poppy Gustafsson: UK capital markets need to close gap between 'perception and reality'
UK

Poppy Gustafsson: UK capital markets need to close gap between 'perception and reality'

IA annual conference

Sorin Dojan
clock 26 June 2025 • 2 min read
Trust in ONS data 'very low' as financial services turn to alternative sources
UK

Trust in ONS data 'very low' as financial services turn to alternative sources

Follows latest inflation blunder

Sorin Dojan
clock 23 June 2025 • 5 min read
Bank of England leaves interest rates unchanged
UK

Bank of England leaves interest rates unchanged

Next MPC meeting in August

Sorin Dojan
clock 19 June 2025 • 1 min read
Trustpilot