249. A rallying cry for UK equities

Alexandra Jackson, manager of Rathbone UK Opportunities fund, gives her views on the Silicon Valley Bank failure and why rising interest rates are felt more by start-ups than quality companies. According to Alexandra, the UK is trading on a 40% discount to global equities, so now could be a good time to invest. She discusses the wide range of opportunities to be had, ranging from gaming to infrastructure. What’s covered in this episode: What happened with Silicon Valley Bank… and should we be worried?Are higher interest rates going to negativity effect mid and smaller sized UK companies?Why the banking strain is more felt by start-up companies than quality companiesWhy now is the time for stock pickingUK equities are  40% cheaper than global equitiesHow the manager constructs a portfolio for a potential recessionWhy politics have been one of the biggest positive surprises recentlyThe difference between investing in the FTSE 250 and AIM listed companiesHow UK companies can benefit from US infrastructure spendingWhy now is a good time to be investing in UK equitiesMore about the fund: The Rathbone UK Opportunities fund is a truly active and nimble multi-cap fund with a clear bias in favour of quality growth. The manager will invest in small caps all the way through to mega caps although her sweet spot is usually in the mid-cap part of the market. The fund’s heavy mid cap and quality growth bias means it is likely to deliver very different performance to the UK market.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.