Media sector offers attractive opportunities

Despite the short-term volatility prevalent in the UK market so far this year, value can be found in the media, telecom and life assurance sectors

This week's debate focuses on the UK equity market. Present were Jeremy Smith, manager of the Neptune UK Equity fund, and Ben Russon, who heads up Newton's UK Opportunities portfolio. Is the outperformance of smaller companies sustainable and is your portfolio geared towards that area of the market? Jeremy Smith (JS): It is interesting that at the start of the year, we once again had this debate among market forecasters as to which segment of the market would outperform. And for the third year running, everyone pointed to the top 10 stocks in the market and said how cheap they were and t...