The Vox Markets Podcast 2129: The Exchange with UK fund manager Abby Glennie of Aberdeen Investments
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Jun 24, 2025 In this insightful discussion, Abby Glennie, a UK fund manager at Aberdeen Investments, shares her expertise on market trends and evaluates 18 specific stocks. She delves into the equity outlook and highlights companies like Avon Technologies and Chemring, as well as interesting picks like Treatt and CVS Group. Abby offers her favorite stock idea for the upcoming year, providing listeners with valuable investing insights and a glimpse into the current market landscape.
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Resilient Markets Favor UK & Europe
- UK and European equities show stronger positivity and attractiveness than US equities this year.
- Market resilience may reflect a new norm of macro volatility and shifting investor focus.
UK GDP Growth Is Normalized
- A 2% GDP growth outlook for the UK is normalized, resembling the 2010s performance.
- UK stock markets did well during that period, even outperforming the US until 2017.
Avon Tech's Turnaround Story
- Avon Technologies is undergoing a successful turnaround with new management and improving margins.
- Growth and improving end markets support its ongoing recovery despite a higher valuation.