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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Lazard - Outlook on UK Equities

Heading into 2016, we are positive in our outlook for UK equities.

The UK economy is in good shape; market expectations are for GDP growth of 2.25% to 2.5%, with unemployment continuing to fall and wage growth nudging up to 3%, as the labour market tightens and the introduction of the national living wage from April 2016 exerts a knock-on effect for up to a quarter of the workforce, according to estimates from the government’s budget watchdog.

Company: Lazard
Date added: 26-01-2016
Sector: UK Equities

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JO Hambro - UK Equity Overview

James Lowen and Clive Beagles, co-managers of the JOHCM UK Equity Income Fund, provide an update on the Fund's performance, portfolio activity and their latest thoughts on the outlook for UK equities and the UK economy.

Company: JO Hambro
Date added: 06-01-2016
Sector: UK Equities

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Lloyds - Business in Britain Report January 2016

Lloyds Bank’s Business in Britain report is a bi-annual survey which gathers the views of over 1,500 UK businesses and tracks their overall balance of opinion on a range of important performance and confidence measures.

Now in its twenty-fourth year, the most recent survey findings include:

  • Economic activity is stabilising
  • British businesses relatively upbeat on economic outlook
  • Prospects for profits, investment and hiring remain in line with a maturing recovery and consistent with solid economic growth

Company: Lloyds
Date added: 06-01-2016
Sector: UK Equities

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JO Hambro - Under the Bonnet

Alex Savvides, manager of the JOHCM UK Dynamic Fund, provides a comprehensive monthly review of his portfolio with its focus on corporate change.

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Company: JO Hambro
Date added: 01-01-2016
Sector: UK Equities

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