Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies.
On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?
It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes.
Simon frames the discussion with his expertise in interpreting macroeconomic data.
Alyx adds his perspective of an investor who spends much of his time talking to international investors about investing in the UK.
Laurie talks of what he sees as a generational opportunity to buy abnormally cheap assets at the bottom end of the UK’s “out of favour” stock market.
As always, this is for information purposes only. This is not investment advice.