Two reasons why the UK market could revive
ฝัง
- เผยแพร่เมื่อ 18 ธ.ค. 2024
- For several years, more money has been withdrawn from UK funds than invested. However, this long-term trend could soon reverse, according to Thomas Moore, manager of abrdn Equity Income Trust.
Moore tells interactive investor’s Kyle Caldwell two reasons why the UK market could revive, runs through portfolio activity, and outlines both the opportunities and risks for investing in UK equities in 2025.
(The figures shown in the five-year performance chart of the investment trust versus the FTSE All-Share Index are share price total returns, which include dividends reinvested).
Please like and subscribe to our TH-cam channel.
Follow us:
Twitter: / ii_couk
Facebook: / weareii
LinkedIn: / interactive-investor
Instagram: / interactive_investor
Risk warning:
These videos are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives.
The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest and your capital is at risk. The investments referred to in this video may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. AIM stocks tend to be volatile high risk / high reward investments and are intended for people with an appropriate degree of equity trading knowledge and experience.
Full performance can be found on the company or index summary page on the interactive investor website.
We use a combination of fundamental and technical analysis in forming our view as to the valuation and prospects of an investment. Further information on the basis the methodology of these recommendations can be found on interactive investor’s website.
Please note that our videos on these investments should not be considered to be a regular publication.
Details of all the historical recommendations issued by ii during the previous 12-month period can be found on the interactive investor website here:www.ii.co.uk/legal-terms/investment-recommendations
ii adheres to a strict code of conduct. Contributors may hold shares or have other interests in companies included in these portfolios, which could create a conflict of interests. Contributors intending to write about any financial instruments in which they have an interest are required to disclose such interest to ii and in the article itself. ii will at all times consider whether such interest impairs the objectivity of the recommendation.
In addition, individuals involved in the production of investment articles are subject to a personal account dealing restriction, which prevents them from placing a transaction in the specified instrument(s) for a period before and for five working days after such publication. This is to avoid personal interests conflicting with the interests of the recipients of those investment articles.
Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Only reason to ever bother investing in UK is either, as a small hedge for downside protection or to add to a dividend portfolio. Nothing will turn around without growth, and clearly there will be no growth
Lots of mid to big companies make at least half of the their turnover abroad
Agree with nev comment. Trust is down from over £5 in 2017 to just over £3 today. Meanwhile these folk sit in posh offices dreaming up ways to spend our money and rebrand to odd names. 7% yield doesn't compensate the capital loss. Go to a global equity income fund if you don't want to trade directly and if not buy National Grid, Shell and Natwest etc yourselfin an ISA and save the fees.
This is the second video where Kyle chucks softball questions at underperformed funds.
I don't care if you are "only" down 30% say compared to a benchmark that's down 35. I need to be up. They should sell all the equities and buy bonds or corporate prefs or other income
And as for risks if the US overvalued market crashes does anyone seriously think the UKs will rise?
Really enjoy these videos. The UK stock market has been a laggard for a decade+ now compared to the US. Everyone keeps saying it’s cheap on a PE ratio overall and individually compared to its peers. I’m heavily invested in the UK for the dividends as I’m retired but it’s clear to see that if I’d just gone all in on the S&P I’d be far better off. There is no sign of it changing but I live in hope.
Meh, another "UK is undervalued" interview with an underperforming fund manager creaming fees every year for his awful stock picks. There's only a handful of companies in the UK I'd invest in, (none mentioned here) and the UK economy and stock market is a busted flush. The fact that he has a tobacco company as the largest holding says it all. The UK is cheap because it's largely full of rubbish. Where do you think the alpha is going to come from in the next 10 years... Greggs and Wetherspoons, or Google & Tesla? What EXACTLY would make me take money out of the US, with the best companies on earth, and rotate into the dumpster fire of the UK? It would be like me selling a Ferrari and buying a 20 year old rusty Ford Fiesta "because it's cheap."
I really wish you'd start holding these fund managers feet to the fire as most of these trusts and funds are just a bunch of average FTSE100 stocks packaged up by fund managers who try to sound like they know what they're talking about. The days of managed funds are numbered in my opinion.
Want to ask why a the company share dowm37% since last year also why like some UK company they dont start share buy back .
Why not talk about post office sell off not many UK company's left to sell
A growing dividend is important to. At least with inflation could do with a little more growth in the dividend please. I personally think dividend growth is more important than buy backs
150mn is just too small, sorry