Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Last week we saw more than 300 investors join us for a series of roundtables and presentations from managers running money in the UK.
The purpose of the day was to discuss the potential for a sustained, significant recovery in UK equities which have – since the referendum in 2016 and until the relief rally which began with the vaccine rollout last year – had a somewhat torrid time of it.
We have held the view for some time now that with Brexit behind us and the population vaccinated Britain’s long sojourn in the wilderness could make it an attractive destination for investors in a world where valuations are high in many key markets.
It turns out our readers share that view…
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