Consumer staples, media and property: The UK sectors to back in 2016

clock • 4 min read

Stocks driven by buoyant UK consumer spending will the biggest contributors to strong returns this year, according to Trevor Green, head of UK equities at Aviva Investors.

Looking at how 2016 could shape up for UK equities, the economic background remains broadly supportive, with equities attractively valued on a long-term basis against bonds, and the robust levels of merger and acquisition activity seen in 2015 likely to continue. Clearly there are risks investors need to pay attention to; including a major slowdown in China and the implications for the global economy, weak growth in the US and adverse reactions to the expected shift in monetary policy on both sides of the Atlantic. Having exposure to companies that perform well in such conditions will re...

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

UK dividends plummet by 8.1% in Q3 as mining sector struggles
UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles

While mid-caps grow

Linus Uhlig
clock 24 October 2024 • 2 min read
Octopus Investments: UK small-caps offer once-in-a-cycle opportunity
UK

Octopus Investments: UK small-caps offer once-in-a-cycle opportunity

Higher potential dividend yields

Beth Brearley
clock 09 October 2024 • 2 min read
Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100
UK

Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100

Discounted valuations cannot persist

Eve Maddock-Jones
clock 27 September 2024 • 4 min read
Trustpilot