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Despite the liquidity squeeze «the only way is up for UK equities»

Tim Lucas, UK equity fund manager and research analyst at Newton Investment Management, discusses how his firm navigates the challenging liquidity environment in UK equities and the struggling primary markets.

Despite the liquidity squeeze, the equity head says ‘the only way is up for UK equities’ in 2024 and sees positives in UK companies publicly listing elsewhere such as the United States.

In this episode, Lucas also provides his views on earnings this week; where he’s finding opportunities in the property market; how he predicts inflation and the Bank of England interest rate decisions to play out over the coming months; and looks at how fiscal policies and global elections could impact volatility this year.

19.02.2024


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