• Global Perspectives: Where are the opportunities in undervalued UK equities?

  • Nov 4 2021
  • Durée: 22 min
  • Podcast

Global Perspectives: Where are the opportunities in undervalued UK equities?

  • Résumé

  • Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.

    Key takeaways:

    • UK equities continue to be undervalued compared to other regions, with domestic-focused smaller companies in particular providing the most attractive opportunities.
    • UK equities are forecasted to deliver a 20% dividend rise this year, providing a comparable dividend yield versus international markets such as the US. 
    • Rising inflation is creating mispricing opportunities. Companies that have strong pricing power and balance sheets are better positioned to withstand inflationary pressures and supply chain issues.


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Ce que les auditeurs disent de Global Perspectives: Where are the opportunities in undervalued UK equities?

Moyenne des évaluations de clients

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