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.
The long-term attraction of the UK smaller companies market is beyond doubt.
GDP contracted in Q2
Risk assets outperformed 'safe haven' investments
44% are more focused on short-term debt investments
Picking the best of the worst performing companies
Structural and macroeconomic pressures blamed
Which companies are on the list?
The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Follows UK investors' heavy weighting towards UK assets
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.
Political risks front and centre of economist's speech
Raising the group's profile in the UK
Flurry of tie-ups expected in coming months
Ahead of June marketing campaign launch
Opportunities abound despite Brexit uncertainty
Tory MP leads calls for remove 'unnecessary regulation'
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
On gardening leave
Underlying growth forecast at £99.7bn for 2019
Better to heed red flags than to be caught out by them
When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
Optimism ahead of 29 March exit date