Thesis AM: Three UK stocks which are driving growth in post-Brexit market

Research analyst names favourite holdings

Tom Eckett
clock • 2 min read

Thesis Asset Management has highlighted three UK companies which are helping drive growth despite the uncertainty caused by the outcome of the EU referendum.

Ryan Paterson, research analyst at Thesis, said UK equities continued to perform well after the Bank of England launched its latest monetary easing measures in the wake of Brexit. He specifically named Smurfit Kappa, Diageo and Playtech as the three UK stocks he expects to enhance portfolio performance. Thesis cuts back UK exposure in preparation of 'referendum hangover'  Smurfit Kappa, he said, "is a name most investors will not be familiar with but its recent transfer to a premium listing in the UK was made to increase the profile of the company, providing it with exposure, and i...

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

Trustpilot