Thesis Asset Management has highlighted three UK companies which are helping drive growth despite the uncertainty caused by the outcome of the EU referendum.
Ryan Paterson, research analyst at Thesis, said UK equities continued to perform well after the Bank of England launched its latest monetary easing measures in the wake of Brexit. He specifically named Smurfit Kappa, Diageo and Playtech as the three UK stocks he expects to enhance portfolio performance. Thesis cuts back UK exposure in preparation of 'referendum hangover' Smurfit Kappa, he said, "is a name most investors will not be familiar with but its recent transfer to a premium listing in the UK was made to increase the profile of the company, providing it with exposure, and i...
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