UK Growth
The lessons to be learnt from successful growth investing
The pursuit of growth can make investors do odd things.
Liontrust bolsters sustainable investment team with Jones promotion
Joined the team in 2012
Why the UK is not a 'basket case'
What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?
Why is value still underperforming - and will this trend change soon?
'Plenty of false dawns' along the way
Unearthing quality in unloved value stocks
Value stocks may have enjoyed a welcome change in fortunes in recent weeks, but they have been swimming against the tide for years as investors have sought the perceived security of quality and low-volatility stocks.
Unearthing the 'businesses of tomorrow' in UK mid caps
Disrupters, tech leaders and global-facing stocks
Why now is the time to be on high alert for value traps
Late stage of the IPO cycle
How can investors position against a no-deal Brexit?
Boris Johnson's arrival at Number 10 has done little to enhance UK investor confidence; he has wasted no time setting a collision course with the EU over his no-deal strategy, and members on the other side of the House of Commons.
Beyond Brexit: The global headwinds and tailwinds facing UK equities
Brexit uncertainty continues to act as a drag on the UK economy, holding back business investment and undermining consumer confidence.
Are UK equities 'too difficult' for asset allocators to invest in now?
The long-term attraction of the UK smaller companies market is beyond doubt.
Is history repeating itself in UK equities?
Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?
UK mid caps attractive relative to FTSE 100 stocks
There can be no doubt the protracted Brexit debacle in the UK is casting a long shadow over its investment markets.
The UK businesses to focus on post-Brexit
Can British companies still prosper after Brexit?
Baillie Gifford UK Growth to cut final dividend
Portfolio is now '100% as desired'
How to navigate the minefield of UK plc
We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.
Finding pockets of growth in UK markets
The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.
Revealed: Finalists for Fund Manager of the Year Awards 2019
Which funds made the cut?
Lacklustre December helps push GDP growth to 0.5% in Q1
Improved business investment
Tapping into the superior business models of disruptors
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
Why bother to invest in UK equities?
A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.
Strong sterling key risk to pharma sector
When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
Why we need to remain vigilant on UK equities
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
Why it is no time for a 'gung-ho' approach to UK equities
Brexit continues to dominate the headlines, with the overall prognosis no clearer.
Could UK consumers hit the shops once more?
We are all tired of talking about backstops and customs unions and voting blocs, but Brexit chat still manages to get centre stage to the exclusion of all else.
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