While negativity about the economy haunts the valuations at which most UK equities trade, there are opportunities further down the market cap scale, according to the guests on the latest FTAdviser podcast.
This edition of the Talking Point podcast, sponsored by Schroders, saw special projects editor David Thorpe joined by Hugh Gimber, global market strategist at JP Morgan Asset Management, Bill Casey and Nick Kissack, from the UK equity team at Schroders and Duncan McInness of Ruffer to discuss the outlook for the UK market.
They also discussed whether the high levels of government debt being racked up during the coronavirus crisis would affect equity investors, whether the FTSE 100 was now best thought of as an income investor's index, and what impact the value of sterling would have on investors.
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.
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