UK Equities Masterclass | September 2025
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Learning: Structured
Despite "broken Britain" headlines, UK equities are undervalued. Cash-rich corporates and robust consumer finances present a rare opportunity. With valuations at generational lows, institutional flows and M&A could drive significant upside for investors who act now.
Speakers:
Hugh Sergeant, Portfolio Manager, RGI UK Recovery Fund, River Global Investors
Chris St. John, Portfolio Manager, AXA Framlington UK Mid Cap Fund, AXA Investment Managers
Chris McVey, Deputy Head of the Octopus Quoted Companies Team, Octopus Investments
Learning Outcomes - By the end of this video you will be able to understand and describe:
- If Broken Britain equates to a broken UK equity market
- UK equities versus US and how they compare
- How public equities can compete with the private market
