PA Portfolio: Is now the time to buy into UK banks?

PA PORTFOLIO

clock • 4 min read

As good news finally starts to filter through from the UK's banks, Rebecca Jones asks three top managers whether they think now is the time to buy.

Nick Train, UK equity manager and co-founder, Lindsell Train UK banks are too difficult for us at the moment; we are not sure about them. On the other financials, we have substantial exposure to companies that do well when stock markets or financial services do well, like Schroders, for example. We have also got a big investment in the London Stock Exchange, which is a pretty good proxy for market sentiment. Strategically, we still love these businesses, but everybody ought to have a look at where we have come from to where we are today. If you look at the low point for these types of ...

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 Investment

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Will continue to be led by current management team

Patrick Brusnahan
clock 23 December 2025 • 2 min read
2025 reflections: How strong companies trumped politics

2025 reflections: How strong companies trumped politics

Fears of an AI market bubble persist

Ryan Hughes
clock 23 December 2025 • 3 min read
What does 2026 hold for investment?

What does 2026 hold for investment?

‘The disruptors of yesterday are now the establishment’

Jen Frost
clock 17 December 2025 • 3 min read