Deep Dive: Reasons to be optimistic about UK market

Is inflation here to stay?

Richard Marwood, senior fund manager at Royal London Asset Management, dives into UK equities

As we head in 2022, there are two big questions facing UK equity investors - the question about the trajectory of the coronavirus pandemic that has become all too familiar and the debate as to whether inflation is transitory or persistent. Inflation is not something that most investors working today have had to deal with during their careers so far. Even for the older staff in many offices (of whom I am one), inflation is little more than something they were vaguely aware of from childhoods in the 1970s and 1980s. Recent inflation data has certainly made everyone take notice. The comb...