Eurozone leaders have will to create more stable model

ON UK GROWTH

clock

With the investor mindset currently one of worst-case scenario, we think valuations are attractive, as corporates are likely to survive the waves of volatility permeating the market.

The present climate means companies are braced for another catastrophe, so will likely survive a more ‘normal’ recession. Cashflows and balance sheets are stronger than three years ago. Management are more focused on returns, while M&A activity has been subdued, as shareholders put stability over growth by corporate activity. Although markets, specifically the financial sector, are a scapegoat for the current economic uncertainty, by forcing governments to act they may help usher in a more stable economic model. As promising as this sounds, the UK will continue to be buffeted by th...

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

OBR defends growth forecast leak as MPs question lack of tariff references in outlook
UK

OBR defends growth forecast leak as MPs question lack of tariff references in outlook

UK growth expectations slashed to 1%

Sorin Dojan
clock 01 April 2025 • 3 min read
Quilter Investors' Lindsay James: Glimmer of hope on the horizon for UK economy
UK

Quilter Investors' Lindsay James: Glimmer of hope on the horizon for UK economy

'UK still has a lot going for it'

Lindsay James
clock 01 April 2025 • 4 min read
Friday Briefing: The UK economy may be more fragile than Rachel Reeves set out
UK

Friday Briefing: The UK economy may be more fragile than Rachel Reeves set out

Friday Briefing

Cristian Angeloni
clock 31 March 2025 • 5 min read
Trustpilot