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A Spotlight On: Opportunities in UK Equities

28 Apr, 2023 | Return|

In this 'A Spotlight On' panel, we looked at what seems to be asset allocators least favourite asset class - UK equities.

The UK market got off to a fairly decent start this year, although some of the issues around SVB and Signature have undoubtedly unnerved investors a little bit in March. As we look forward, where do the experts see the opportunities?

Fund managers Alexander Wright (Fidelity International), Chris St John (AXA Investment Managers) and Neil Veitch (SVM Asset Management) joined John Monaghan, Head of Research, to discuss: 

  • Where they see the risks and opportunities in this space.

  • The current view on mid caps and any interesting companies that they are holding.

  • Their opinion on M&A over the longer term.

 

MORE FROM THE EXPERTS

Managing investment in uncertain times

AXA Framlington UK Select Opportunites

More from SVM Asset Management

Here, Fidelity International look at the benefits of regular investing, understanding volatility and time in the market.

Find out more about this fund, which is invested in growing businesses of all sizes and run by a highly experienced  manager.

The SVM UK Opportunities fund focuses on growing the capital value of investments over time through a portfolio of UK equities.

READ MORE FUND PAGE FIND OUT MORE

 

JOIN US FOR THE NEXT PANEL IN THE SERIES

A Spotlight On will be back at 9:30am on Thursday 11th May, where we will be looking at the opportunities in multi-asset. Alex Farlow, Head of Multi-Asset Fund Research, will be joined by:

  • Simon Nichols, Portfolio Manager at BNY Mellon

  • Shane O’Brien, Senior Investment Director and Head of Multi-asset & Macro Investment specialists at Aviva Investors

  • Andrzej Pioch, Fund manager of the Multi-Index funds at LGIM

Don't miss out and register here.

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