Paul Spencer: UK mid-cap opportunities amid Brexit uncertainty

Appetite has suffered since Brexit vote

clock • 4 min read

Despite unease surrounding the UK's exit from the European Union Paul Spencer sees opportunities in the UK mid-cap space for long-term investors...

As some might expect, appetite for UK mid-cap stocks has suffered as investors try and digest the impact of various Brexit scenarios. However, we believe that uncertainty about the UK's future could present opportunities for long-term investors. This is already evident in the wide differential between modestly rated UK stocks and more highly rated overseas shares. It would become even more valid if there were a knee-jerk reaction similar to the one that occurred in the immediate aftermath of the Brexit vote in June 2016. With around 55% of the FTSE 250 operating profits derived fro...

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 Equities

Partner Insight: Are equities really overvalued?

Partner Insight: Are equities really overvalued?

Value dispersion means there are plenty of cheap opportunities

Gareth Jones
clock 09 February 2024 • 1 min read
Partner Insight: How much value is there in UK equities?

Partner Insight: How much value is there in UK equities?

‘As different as they are attractive’

The UK Equities Team at Invesco
clock 07 February 2024 • 1 min read
Partner Insight: The shift to value - still on course?

Partner Insight: The shift to value - still on course?

The tailwinds remain for value investing

Gareth Jones
clock 06 February 2024 • 1 min read