UK Equities sit at a historic discount compared to global markets, creating prime opportunities for sharp investors. Senior fund managers from Rathbones Asset Management, J O Hambro Capital Management, and Octopus Investments break down the root causes of this valuation gap, the surge in structural M&A, and the fierce debate over pension fund mandates. 

Speakers 

• Alan Dobbie, Fund Manager, Rathbone Income Fund, Rathbones Asset Management
• Clive Beagles, Senior Fund Manager, J O Hambro Capital Management 
• Chris McVey, Deputy Head of Octopus Quoted Companies, Octopus Investments 

Learning outcomes 

1. Catalysts for continued strong returns for UK equities 
2. Building robust income streams for investors 
3. The future prospects of the UK stock market

Chapters

• 02:35 Small Cap Outlook and Opportunities
• 10:52 M&A and the Future of the UK Market
• 15:48 Global Trends and AI Bubble Risks
• 21:04 Dividend Growth and Income Strategies
• 35:50 Domestic vs Overseas Earnings