
Global Perspectives: Where are the opportunities in undervalued UK equities?
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À propos de cet audio
Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.
Key takeaways:
- UK equities continue to be undervalued compared to other regions, with domestic-focused smaller companies in particular providing the most attractive opportunities.
- UK equities are forecasted to deliver a 20% dividend rise this year, providing a comparable dividend yield versus international markets such as the US.
- Rising inflation is creating mispricing opportunities. Companies that have strong pricing power and balance sheets are better positioned to withstand inflationary pressures and supply chain issues.
Ce que les auditeurs disent de Global Perspectives: Where are the opportunities in undervalued UK equities?
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