Premier Miton's Dawes: The most mispriced sectors in the UK stockmarket

clock • 2 min read

Amid the increasingly sobering economic projections and single issue news coverage, it is easy to become blinkered.

The economic ramifications of the pandemic remain difficult to predict, and while others indulge the temptation to opine on the possible outcomes, we believe that it is more important than ever for us to focus in on the micro level and take each company on a case by case measure. Whatever grapheme the recovery of the global economy takes (V, U, L or W), we know for sure that the impacts will be dramatically different across different sectors, and particularly at the specific company level. Why the UK 'could be set for particular attention' when investors return to equities In times...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Bentley Reid's Paul O'Neill: No reason to buy UK yet
UK

Bentley Reid's Paul O'Neill: No reason to buy UK yet

Problems 'not improving any time soon'

Paul O’Neill
clock 26 March 2025 • 2 min read
Five key takeaways from the Spring Statement 2025
UK

Five key takeaways from the Spring Statement 2025

OBR growth, ISA reforms and defence

Sorin Dojan
clock 26 March 2025 • 5 min read
JPMAM's Karen Ward: 'We have sleepwalked into a fiscal disaster'
UK

JPMAM's Karen Ward: 'We have sleepwalked into a fiscal disaster'

Real root of problems lacks ownership

Karen Ward
clock 26 March 2025 • 3 min read
Trustpilot