Investment Outlook

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.

Hoped-for interest rate cuts look unlikely to materialise, but there are opportunities in today’s market. J.P. Morgan’s Mid-Year Investment Outlook explores key areas of focus over coming quarters.

After months of speculation, the UK will have a general election on 4 July. J.P. Morgan evaluate the implications of the vote for the UK economy and markets.

With improving inflation and growth, Polar Capital’s George Godber thinks the UK equity market is becoming increasingly appealing. Compelling valuations are just one reason for optimism.

The Liontrust Global Innovation team discuss commitment of the four big tech companies to spend $200 billion on AI infrastructure, what this will be spent on and the potential benefit for investors.

Nick Evans of Polar Capital discusses why AI is not just a subset of technology but rather the new overarching theme marking the start of a major new cycle.

Rathbone’s Robbie Carr marvels at the speed of an FA Cup comeback. He wonders if UK small and mid-sized companies could soon post a rapid recovery of their own?