UK markets

UK

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.

clock 26 April 2019 • 2 min read

People moves

BNY Mellon's McCarthy departs after five years as distribution head

On gardening leave

clock 26 April 2019 • 1 min read

UK

UK dividends hit Q1 record at almost £20bn

Underlying growth forecast at £99.7bn for 2019

clock 15 April 2019 • 2 min read

Markets

Mundy's Moments: Hold or fold?

Better to heed red flags than to be caught out by them

clock 10 April 2019 • 2 min read

UK

Strong sterling key risk to pharma sector

When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.

clock 08 March 2019 • 2 min read

UK

'Brexit fog to clear': Fund managers increase exposure to 'hammered' UK financials sector

Optimism ahead of 29 March exit date

clock 07 March 2019 • 5 min read

UK

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.

clock 20 February 2019 • 2 min read

UK

Neptune's Mark Martin: MiFID II is creating a large mispricing opportunity

Ongoing uncertainty

clock 23 January 2019 • 2 min read

Markets

What can firms expect in 2019?

Brexit looms

clock 09 January 2019 • 2 min read

Markets

7IM's Turner: UK opportunities remain despite political noise

Brexit and general election risk

clock 09 January 2019 • 2 min read
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