Investment Outlook

George Godber and Georgina Hamilton, Managers of the Polar Capital UK Value Opportunities Fund, explore the growing appetite for UK equities.

Liontrust’s John Husselbee discusses lessons from the market volatility over the summer – was this a sign of a coming market rotation?

Premier Miton’s Anthony Rayner, shares his thoughts on why current savings rates are much less attractive than they might at first appear.

Is Labour returning to old tax and spend habits? A flurry of new government spending makes Rathbones Fund Manager David Coombs ponder whether UK interest rate policy will be affected.

Premier Miton’s Alex Ross updates on the main strategies property companies can employ for success.

In their mid-year fixed income outlook J.P. Morgan explain why they believe the prospects for bonds are positive against a higher rate backdrop.

Liontrust’s John Husselbee discusses whether Labour’s majority win, falling inflation and a potential cut in interest rates could be the catalyst for the value in UK equities being realised.

While it may take time, new ideas from a new government could solve the UK's lack of investment and help boost the stock market from its doldrums, argues Alan Dobbie of Rathbones.

Premier Miton’s Mathew Tillett talks to Jonathan Willcocks about his investment approach and strategy. He also shares his views on the outlook for UK equites.