How to profit from High Street stocks

UK CONSUMER

clock

Invesco Perpetual small-cap manager Jonathan Brown on why he is backing the fragile UK consumer.

According to Confucius, “it does not matter how slowly you go, so long as you do not stop.” The philosopher’s mantra might not be wholly out of place when it comes to analysing spending patterns for the UK consumer. While economists debate endlessly over the impact of the austerity cuts and their effect on the speed of any economic recovery, it is our belief that a low growth environment in the UK will remain the order of the day for some time to come. As banks and households continue to de-leverage, a process which we feel is more complete in the US but not in the UK, we think any pi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on UK

Phillip Wickenden: The Budget before the Budget
UK

Phillip Wickenden: The Budget before the Budget

America’s $40trn debt milestone is already narrowing the choices available in Britain’s October Budget. Advisers should watch how that pressure travels from the bond market into mortgages, tax and client plans, writes Phillip Wickenden.

Phillip Wickenden
clock 26 August 2026 • 5 min read
Why Andy Burnham must harness the power of long-term policy to give investors confidence
UK

Why Andy Burnham must harness the power of long-term policy to give investors confidence

'It’s fair to say it's been far livelier in Westminster this summer than usual'

James Alexander
clock 06 August 2026 • 4 min read
Healey chancellor appointment risks prompting defence spending fears in bond market
UK

Healey chancellor appointment risks prompting defence spending fears in bond market

Fresh questions for investors in UK assets

Alex Sebastian
clock 22 July 2026 • 4 min read