UK equities masterclass: what’s ahead in 2025?
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Learning: Unstructured
Martin Currie CIO Michael Browne and members of the UK equity investment team explore the outlook for the year ahead. How will UK plc navigate 2025 and what opportunities exist in the ever-evolving financial landscape?
The team share their key investment considerations for 2025, including:
- Inflationary risks: could inflationary pressures reshape the investment outlook?
- Monetary policy: how will potential Bank of England rate moves impact markets?
- Valuations: UK equities appear undervalued on many metrics – what’s the trigger for a re-rating?
- Domestic resurgence: it’s on the cards! What will the UK consumer do next?
- Growth: don’t underestimate the UK… and which companies can prosper.
