Investor sentiment towards UK equities dived to an 18-month low in September, reaching lower levels than in the aftermath of the General Election or the UK's vote to leave the European Union, according to the Lloyds Sentiment Index. Concern is growing about the impact of Brexit uncertainty on UK growth, while a number of high profile companies were also hit by profit warnings over the summer, causing slumps in their share prices. In this webinar, we will examine whether this negative stance on UK equities is justified and how the market compares to global counterparts. In particular, we will examine where opportunities lie in the large-cap part of the market, and which macro themes may have the greatest impact on UK equities.

Key points:

  • What are the current attractions of UK equities compared to their global counterparts?
  • How great is the Brexit threat to UK-listed businesses?
  • Which macro themes are likely to have the biggest impact on UK equities?
  • Where are the biggest opportunities in the UK market?
  • Should investors be wary of the financials sector?

Presenters

Lloyd-Katrina

Katrina Lloyd

Editor, Investment Week

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Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

Kinder_Chris_1

Chris Kinder

Columbia Threadneedle Investments

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Chris Kinder joined the company in 2010 as a portfolio manager in the UK equities team. His main responsibilities are the management of the Threadneedle UK Fund and Threadneedle UK Extended Alpha Fund, the co-management of the Threadneedle UK Absolute Alpha Fund and the co-management of the Threadneedle Institutional Fund and a number of institutional portfolios. He also has research responsibility for the banks, life insurance and mining sectors.

Before joining the company, Chris was an assistant fund manager at RWC Partners. He has also worked at Govett Investments, gaining experience in smaller companies’ analysis. Chris is a qualified chartered accountant, having worked at PricewaterhouseCoopers for 4 years before joining the investment management industry. Chris has a degree in Modern European Languages from Durham University and he also holds the Chartered Financial Analyst designation.

Company start date:    2010
Industry start date:    2001

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Alex Scott

Deputy Chief Investment Officer, Seven IM

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