In this month’s episode of Wealth DFM Talk, Sue and Matt are joined by Jo Rands, Portfolio Manager with the Franklin Templeton UK Equity team, to explore why now could be the moment for wealth managers to take a fresh look at UK equities.
Jo shares why she believes there’s a compelling case for increased allocations towards UK large-caps over the next two to five years. Despite persistently low valuations since Brexit, momentum is finally building in the UK equity market.
With the FTSE 100 up by around 10% so far this year, rate cuts from the Bank of England, and renewed investor interest, could the UK be an overlooked opportunity that’s ready to deliver?
In the conversation, Sue and Matt ask Jo about:
- Why the UK market may be far more exciting than many assume
- How income investing and total return strategies work hand in hand
- The growing role of share buybacks in boosting overall…
