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Who benefits from the UK’s recovery?
This article first appeared in Investment Week on 5 July 2024 The UK stock market appears to be f...
ES R&M UK Recovery
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UK: a playground for value managers
This article first appeared in Portfolio Adviser on 16 May 2024 As interest rates rose, many inve...
Sell in May and go away?
At this time of year, we’re usually reminded of the investment adage “sell in May and go aw...
The resurgence of value investing
Growth stocks – and the technology mega-caps in particular – have continued to defy gravity in 20...
305. Why Britain is back in business
In a special “Spring Budget” feature we’re joined by four fund managers and our very own research...
Invest with confidence: discover the best funds for 2024
2023 was a challenging year for fund managers, marked by global conflicts, high interest rates, i...
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Pick up UK stocks at ‘giveaway’ prices
This article first appeared on Trustnet.com on 31 July 2023 What a difference six months makes. A...
Best performing UK funds under Rishi Sunak’s leadership
This Thursday 2nd February marks 100 days in office for Prime Minister Rishi Sunak. After the cha...
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The value train is still at the station
This article first appeared on trustnet.com on 5th December 2022 Clearly, 2022 has been a painful...
ES R&M UK Recovery: Well-positioned to benefit from cycle low and move into the recovery phase
Hugh Sergeant, manager of the Elite Rated ES R&M UK Recovery fund, describes the negative mar...
Investing through a winter of discontent
The term “Winter of Discontent” was used in the opening line of Shakespeare’s p...
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Do numbers suggest a greater value opportunity is yet to come?
This article first appeared on Trustnet on 3rd August 2022 Are we really witnessing the prolonged...
The outlook for US equities
Having been the poster child of global stock markets for the past decade, the US stock market has...
How market volatility creates investment opportunities
Hugh Sergeant, manager of ES R&M UK Recovery, joins us this week to talk about all the uncert...
Six ways to invest in an inflationary environment
UK inflation rose to 9% in April, its highest level in 40 years and almost double the rate the Ba...