CPD 

Guide to UK investment opportunities

  • Grasp how moves in bond markets affect equity markets
  • Learn if UK companies can continue to pay out dividends
  • Understand the risks and rewards of small caps
CPD
60min
Guide to UK investment opportunities

Introduction

During 2016 no single asset class was completely immune to events - economic or political.

Concerns about the European Union referendum result in June 2016 saw the value of Sterling and markets take a tumble.

The nation’s currency, Sterling, acted as a barometer of investor’s sentiments after the UK electorate voted in favour of leaving the European Union.

At one stage soon after the UK’s decision to vote for Brexit was announced the value of Sterling was down 10 per cent to its lowest level since 1985.

As this year draws to a close a new investment themes appeared to be emerging, with UK government economic policy showing more of a fiscal flavour.

So while there has been much short-term market volatility in 2016, the consensus is UK companies remain a solid investment prospect.

This guide will explore what you can expect from UK companies in terms of dividends, the prospects for bonds versus equities and whether smaller caps could deliver top performance in 2017.

Supporting material produced by: James Illsley, group portfolio manager for JP Morgan Asset Management European Equity; Jamie Forbes-Wilson, manager of Axa Framlington Blue Chip Equity Income fund; Anthony Dalwood, chief executive officer of Gresham House; John Husselbee, head of multi-asset at Liontrust; Nathan Sweeney, senior investment manager at Architas; Danny Cox, chartered financial planner at Hargreaves Lansdown; Patrick Connolly, certified financial planner at Chase de Vere; Richard Bullas, vice president, portfolio manager of the UK equity team at Franklin Local Asset Management; and Chris Kinder, UK equities portfolio manager at Threadneedle Asset Management.

samantha,downes@ft.com

In this guide

CPD
60min
  1. Who predicts the end of the 30-year bull market in bonds?

  2. What does Mr Illsley says investors now need to factor in?

  3. What does Mr Wright say is the current forecast for the FTSE All-Share index to grow dividends by?

  4. What does Mr Sweeney identify as a key pledge in the Autumn Statement?

  5. What does Mr Husselbee describe as a possible driver of policy and the economy?

  6. What does Mr Bullas predict for UK growth next year?

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