Two sectors we like for 2018

Forecasting the UK outlook for 2018 is fraught with difficulty. However, we aim to invest in fundamentally attractive companies which we believe will flourish regardless of the underlying macroeconomic backdrop.

Craig Rippe

Craig Rippe

Head of UK Equities

Eugene O'Neill

Eugene O'Neill

Senior Fund Manager, UK Equities

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Unusual dividends in uncertain times

It has been a tricky environment for UK equity income investors in 2017 so far, with a number of stock and sector-specific issues. For example, companies such as AstraZeneca and Provident Financial suffered significant share price falls, whilst the shock announcement from the US Food & Drug Administration on future tobacco regulation had a big impact on the sector.

Craig Rippe

Craig Rippe

Head of UK Equities

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