UK Investor Magazine
A UK Small Cap Rerate, Cadence Minerals, ECR Minerals with Alan Green
Nov 23, 2023
Alan Green, UK equities expert, discusses potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps. The podcast explores Cadence Minerals and ECR Minerals, highlighting their valuation cases, positive tone after leadership changes, and update on activities.
23:02
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Quick takeaways
- A more risk-off approach from investors may drive positive sentiment for the FTSE 100, supported by factors such as falling inflation and expected interest rate cuts.
- Investment trusts in the mid-cap FTSE 250 and small cap stocks are currently undervalued, presenting a potential buying opportunity in these markets.
Deep dives
Potential positive outlook for UK equities
The podcast discusses the potential outlook for UK equities, specifically focusing on the FTSE 100. The speaker suggests that a more risk-off approach from both institutional and retail investors may drive positive sentiment for the index. Factors such as falling inflation, expected interest rate cuts, and a healthier economic picture are seen as key drivers for a potential recovery in the FTSE 100. The speaker also mentions the positive impact this may have on technology stocks and the resources sector.
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