UK markets

Dawn of the assessment of value era

The UK economy ended 2019 in stagnation, under pressure from political uncertainty and a global economic slowdown.

After the strong end to 2019 where the 'Boris bounce' led the FTSE All-Share up roughly 6% in December alone, the start of 2020 has found markets in a more cautious mood.

Creates 'group of greater scale'

£43.9bn assets under management in 'dog fund'

Loose fiscal policy, but more uncertainty

One-on-one meetings with portfolio managers

Property and tech expected to boom

High hopes following surge in share price total returns

LF ASI Income Focus due to reopen on Thursday