UK Equities

Mark Barnett: Tobacco sector will face up to its challenges

Following the initial reaction to the outcome of the EU referendum, the UK stockmarket will remain influenced by a muted macro backdrop globally and an increased pressure on profitability in the corporate sector. The global economy faces an ongoing lack of pricing power, which has restrained the level of turnover growth in many industries. Against […]

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Osborne: Brexit would spark year-long recession

The Treasury has warned a vote to leave the European Union would trigger a year-long recession and a 3.6 per cent decline in economic growth. According to the BBC, Chancellor George Osborne says in a Treasury study the UK would suffer an “immediate and profound” economic shock of its own making in the event of a […]

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Why small-cap investing can be beautiful

Exposure to the UK small-cap market can provide investors with additional spice to their wider portfolios. Like any good chef, however, fund managers have to consider a broad range of ingredients in order to make the end result a tolerable experience. Providing investors with a dish that could leave them with heartburn would not be […]

Danby Bloch: Lessons from a star fund manager

I saw a brilliant presentation recently, in which Lindsell Train joint founder and portfolio manager Nick Train characterised the equity investment market in the words of the poet Ogden Nash: “Shake, shake, shake the ketchup bottle! First none will come, and then a lot’ll.” If Train (whom I had not encountered before in person) was not […]