The UK market is currently trading near the lower end of its 20-year valuation range, while the US market is conversely around its 20-year high. Together with a marked dispersion between lowly priced and more highly rated stocks within the UK market, should this compel investors to rethink their allocations towards the undervalued market?
Rising interest rates and high inflation have shifted the investment case for investors. Given this backdrop, investors may wonder: how the macroeconomic outlook will influence the UK market, and what are the most promising dividend sectors?
Find out what our panel of experts thought in the latest Investors’ Chronicle discussion, Maximising stock picks in an undervalued market, hosted by the IC's Dave Baxter. Click here to read the report in full.
The Panel:
Simon Gergel, portfolio manager, The Merchants Trust
Tineke Frikkee, head of UK equity research at Waverton Investment Management
Elise Badoy, head of research, Emea, Citibank
Katya Gorbatiouk, head of investment funds, the London Stock Exchange Group
Supported by The Merchants Trust
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