Webinar: UK market outlook

    

 

George Godber - Fund Manager, Polar Capital

  Georgina Hamilton - Fund Manager, Polar Capital

In this webinar George Godber and Georgina Hamilton of Polar Capital look at whether you should hunt for domestically or overseas focused shares and how you can take advantage of the current market conditions.

Key themes include:

UK domestic

  • UK domestic shares are under owned, revealing plenty of value opportunities
  • High levels of uncertainty create an attractive valuation entry point 
  • And while the post-Brexit future is uncertain the managers highlight a greater threat

Overseas earners

  • No longer such plain sailing 
  • Threatened by trade wars 
  • With concerns over a global slowdown

The opportunity

  • The UK market as a whole is cheaper than most developed markets
  • How to take advantage of the current market conditions 
  • Selectivity is key

Find out how George Godber and Georgina Hamilton navigate these issues.

A recording of the CPD-accredited webinar is available to watch now.

Downloading your CPD certificate

Once you have watched the webinar, go to the ‘Resources’ tab on the left-hand side of your webinar screen and click the link ‘CPD certificate’. This will take you to a feedback form. Once your answers have been submitted, the certificate will be available for download.

Watch webinar


Issued by Polar Capital

The information provided in this presentation is for the sole use of those attending the presentation it shall not and does not constitute an offer or solicitation of an offer to make an investment into any fund managed by Polar Capital. It may not be reproduced in any form without the express permission of Polar Capital and is not intended for private investors.

This presentation is only made available to professional clients and eligible counterparties. Shares in the funds should only be purchased by professional investors. Any other person who receives this presentation should not rely upon it. The information contained in this document is not a financial promotion. It is not designed to contain information material to investor’s decision to invest in any Fund managed by Polar Capital. SUCH INFORMATION INCLUDING RELEVANT RISK FACTORS, IS CONTAINED IN THE FUNDS OFFER DOCUMENT WHICH MUST BE READ BY ANY PROSPECTIVE INVESTOR.

All opinions and estimates in this report constitute the best judgment of Polar Capital as of the date hereof, but are subject to change without notice, and do not necessarily represent the views of Polar Capital. Polar Capital is not rendering legal or accounting advice through this material; readers should contact their legal and accounting professionals for such information.

Polar Capital LLP is a limited liability partnership registered in England and Wales with registration number OC314700. It is authorised and regulated by the UK Financial Conduct Authority and is registered as an investment advisor with the US Securities & Exchange Commission. A list of members is open to inspection at the registered office, 16 Palace Street, London, SW1E 5JD, United Kingdom.