Behind the Screens: Nothing works all the time
UK equities have been in a difficult place for investors for a number of years, however has the new macro environment reasserted long-term trends that put the UK in good stead?
Martin Walker, Head of UK Equities at Invesco, joined Jock Glover on this week's episode to discuss how the UK offers access to global equities at a discount, why value will be a more important factor for success and where they are seeing the valuation opportunities.
Listen to the Behind the Screens on your favourite platform here, or listen below.
Don't have time to listen to the full episode, jump to your favourite part:
- 00:45 - What is the investment case for the UK?
- 02:55 - What discount is the UK running at?
- 04:30 - Where are you seeing the valuation opportunities?
- 06:05 - What keeps you awake at night?
- 07:30 - Is the rotation to value here to stay?
- 11:30 - How do you split your day?
- 13:50 - What are the current themes running in the portfolio?
- 18:25 - What is your interesting statistic of the week?
This podcast was recorded on Thursday 15th June 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.