When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
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.
Brexit continues to dominate the headlines, with the overall prognosis no clearer.
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.
While our politicians, the media and many investors have their attention fixated on the Brexit negotiations, UK management teams have been getting on with the day job - and deal-making is on the agenda.
Brexit and general election risk
Among an array of macro uncertainties, such as trade wars, protectionism, Brexit and political uncertainty, one of the principal reasons for spikes in equity market volatility this year has been liquidity. Central banks have provided unprecedented levels...
While surveys suggest the UK consumer is reasonably confident about their personal finances, we are less convinced.
Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
Video game development has a long and storied history in the UK.
Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...
Potential to be a growth stock
Rise of mobile games
Emphasis on grassroots education encouraged
In client meetings, it is usual to be asked about what we are worried about.
UK stockmarket under-owned by global investors
Where will investors find the greatest value on the UK stockmarket today?
Investors discounting fears of slowdown
The increase of M&A activity in the UK year to date is dramatic with take-outs announced across the market by size in a variety of sectors.
The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.
This year's event takes place on 5 July
Investor and corporate confidence remains intact