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UK equities: Out of exile?


Learning: Unstructured

Since 2016 the UK has been hit by a series of uncommon events. But the recent ONS announcement, revising UK GDP growth for 2021-22 up by an astonishing 1.7%, dramatically shifts perception of the UK as an outlier with anemic growth to in line or better than most other developed economies, while the potential for a significant rerating in UK equities is rising. Watch George Godber and Georgina Hamilton of the Polar Capital UK Value Opportunities Fund explore structural issues that the UK has faced, the catalysts that could turn the tide on this undervalued, unloved market and how the Fund is well positioned to benefit from these potential tailwinds.