In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum.
Richard Buxton, Dan Nickols and Richard Watts discuss what may lie ahead for the economy and UK large cap, mid cap and smaller company stocks.
Dan Nickols, Co-Head of Strategy, UK Small & Mid Cap, provides a Q3 recap as well as an outlook for investing in smaller company equities and the UK market. Dan touches on market valuations, inflation and supply disruptions, growth and value oscillations and portfolio changes and performance in the UK Smaller Companies Fund that he manages. The call is hosted by Jupiter’s David Harris.
You need to be logged in to comment on this article