UK Equities Masterclass | September 2020

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  • 44 mins 06 secs

With the COVID pandemic, recession and Brexit upon us, what is the situation with UK equities today and where do the opportunities lie? On the panel to discuss:

  • James Thorne, Portfolio Manager, Columbia Threadneedle Investments
  • Richard Penny, Fund Manager, TM CRUX UK Special Situations Fund, CRUX Asset Management
  • Brendan Gulston, Co-Manager, LF Gresham House UK Multi Cap Income Fund, Gresham House

Learning outcomes:

  1. What is likely to happen to UK dividends
  2. The opportunity set for UK small caps
  3. Why UK equities are currently cheaper than other markets