This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
On Thursday 1 July we will be hosting a series of roundtable discussions and six presentations from fund managers running money across small, medium and large cap UK sectors, aiming to identify the consensus on the outlook for UK equities after their long exile from investors portfolios.
With the UK among the world’s leading nations in terms of progress on the vaccine rollout the UK is in a strong position to capitalize on re-opening as the pandemic begins to recede, giving a potential to tailwind to investors in UK equities.
That, combined with the relatively depressed levels at which UK equities trade in comparison with those in comparable international markets, put Old Blighty in an interesting position after their long and dreary period in the wilderness.
Our event, hosted online via Webex, aims to highlight the opportunity that fund managers see, and will include roundtable discussions hosted by our analysts, individual presentations, and time for Q&A with each manager on the podium.
Delegates can select individual sessions or join us for the whole day using the registration form.
|0900||Roundtable||What now for UK plc?||1300||Roundtable||Small is beautiful|
|1000||Rory Bateman||Schroder British Opportunities||1400||Dan Whitestone||BlackRock Throgmorton|
|1100||James Henderson||Henderson Opportunities Trust||1500||Judith MacKenzie||Downing Strategic MicroCap Trust|
|1200||James de Uphaugh||Edinburgh Investment Trust||1600||Georgina Brittain||JPMorgan Smaller Companies|
Date: Thursday 1 July 2021
Place: Online via your browser
The event is free to attend.
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