UK investment opportunities abound says JPMF's Gambhir

In terms of sectors the fund is currently focused on transport, media, technology, real estate and hotels, which Gambhir believes offer the best link to fast-growing earnings and profits. “As bottom up stock selectors we are presently able to find attractive value and momentum opportunities across the market cap range, which we believe will perform strongly in today’s environment,” he says. The UK has outperformed most of the G7 over the past few years thanks to strong consumer spending fuelled by secured lending against rising house prices, and increasing public spending. What is ...