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Why Opportunity Lies in UK Equities

Despite Brexit stifling the UK economy for the most part, clever investing in UK growth areas could offer steady returns in an unpopular market. 

The FTSE 100 currently under-represents high growth areas such as tech, therefore, such UK equities have been left under-owned.

UK valuations have remained depressed over the last few years, offering investors 30% discounts; And, with 2018 showing record high dividend payments in the UK (now yielding 5%) there is much to be said for the opportunity to invest 'cheaply' within economically safe industries like technology.

We invest on a three- to five-year time horizon, not on a quarterly basis. Therefore, with rational consideration of industry and thematic opportunities, in conjunction with fundamental research, returns could prove to be very rewarding. In a world of low rates and sluggish growth, we look to companies, large or small, domestic or global, with quality and compounding attributes.

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executive search, brexit, uk, uk economy, uk equities, investing, asset & wealth management

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