UK Growth

Valuations of interest rate sensitive cyclicals have started falling, so are rate rises already discounted in share prices? L&GI's Richard Penny explores.

As Western economies move closer to the inevitable monetary policy normalisation, nervousness is building. But the impact of these changes will be more muted than in previous cycles. Revera's Glen Nimmo explains why.

There is a worrying level of calmness in markets at a time when risk levels across the board are rising. Investors should be upping cash now, argues M&G UK Growth manager Mike Felton.

The steady eddie water utility stocks should have been casualties of the improving economy. But this sector has outperformed the All-Share so far this year. Rathbones' Alan Dobbie explores this 'intriguing' performance.

Although markets have come a long way from their crisis lows, markets feel as schizophrenic as ever, with investors agitated by rate rises and political concerns, says Jamie Hooper, manager of the AXA Framlington UK Growth fund.

This year's test for active managers has been the sharp sell-off in mid-cap stocks, as many managers focus on this area for stock picking.

Is the pullback in mid-cap equities a sign the UK recovery is starting to flatline? Andrew Kelly, partner and investment manager at Cartesian Capital Partners explores the outlook for the UK.

Domestically-focused businesses have been the engine of growth in the UK market. But is this trend over? Revera Asset Management's Glen Nimmo explains.

The relative weakness in the small-cap market shows the market is having trouble digesting the extraordinary level of recent equity issuance, explains Franklin Templeton small cap manager Richard Bullas.

Michael Ulrich on UK Growth