In a special “Spring Budget” feature we’re joined by four fund managers and our very own research director, Juliet Schooling Latter, to take a closer look at UK equities. We discuss what the British ISA could mean for the UK market but, most importantly, what else still needs to be done to improve sentiment and encourage global investors to return. The managers also share where they’re finding the best opportunities in today's significantly devalued environment.
Our fund manager guests (in order of appearance) include Matthew Tonge, co-manager of Liontrust Special Situations, UK Smaller Companies and UK Micro Cap; Hugh Sergeant, manager of ES R&M UK Recovery; Richard Hallett manager of IFSL Marlborough Multi-Cap Growth; and Scott McKenize, manager of WS Amati UK Listed Smaller Companies.
What’s covered in this episode:
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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.