Only reason to ever bother investing in UK is either, as a small hedge for downside protection or to add to a dividend portfolio. Nothing will turn around without growth, and clearly there will be no growth
Don't say such things. A lot of UK fund managers have to make a tough living repeatedly telling us that UK shares are cheap, creating a 'compelling' valuation opportunity!
Really enjoy these videos. The UK stock market has been a laggard for a decade+ now compared to the US. Everyone keeps saying it’s cheap on a PE ratio overall and individually compared to its peers. I’m heavily invested in the UK for the dividends as I’m retired but it’s clear to see that if I’d just gone all in on the S&P I’d be far better off. There is no sign of it changing but I live in hope.
Meh, another "UK is undervalued" interview with an underperforming fund manager creaming fees every year for his awful stock picks. There's only a handful of companies in the UK I'd invest in, (none mentioned here) and the UK economy and stock market is a busted flush. The fact that he has a tobacco company as the largest holding says it all. The UK is cheap because it's largely full of rubbish. Where do you think the alpha is going to come from in the next 10 years... Greggs and Wetherspoons, or Google & Tesla? What EXACTLY would make me take money out of the US, with the best companies on earth, and rotate into the dumpster fire of the UK? It would be like me selling a Ferrari and buying a 20 year old rusty Ford Fiesta "because it's cheap." I really wish you'd start holding these fund managers feet to the fire as most of these trusts and funds are just a bunch of average FTSE100 stocks packaged up by fund managers who try to sound like they know what they're talking about. The days of managed funds are numbered in my opinion.
Agree with nev comment. Trust is down from over £5 in 2017 to just over £3 today. Meanwhile these folk sit in posh offices dreaming up ways to spend our money and rebrand to odd names. 7% yield doesn't compensate the capital loss. Go to a global equity income fund if you don't want to trade directly and if not buy National Grid, Shell and Natwest etc yourselfin an ISA and save the fees. This is the second video where Kyle chucks softball questions at underperformed funds. I don't care if you are "only" down 30% say compared to a benchmark that's down 35. I need to be up. They should sell all the equities and buy bonds or corporate prefs or other income And as for risks if the US overvalued market crashes does anyone seriously think the UKs will rise?
A growing dividend is important to. At least with inflation could do with a little more growth in the dividend please. I personally think dividend growth is more important than buy backs
Only reason to ever bother investing in UK is either, as a small hedge for downside protection or to add to a dividend portfolio. Nothing will turn around without growth, and clearly there will be no growth
Lots of mid to big companies make at least half of the their turnover abroad
Don't say such things. A lot of UK fund managers have to make a tough living repeatedly telling us that UK shares are cheap, creating a 'compelling' valuation opportunity!
Really enjoy these videos. The UK stock market has been a laggard for a decade+ now compared to the US. Everyone keeps saying it’s cheap on a PE ratio overall and individually compared to its peers. I’m heavily invested in the UK for the dividends as I’m retired but it’s clear to see that if I’d just gone all in on the S&P I’d be far better off. There is no sign of it changing but I live in hope.
Want to ask why a the company share dowm37% since last year also why like some UK company they dont start share buy back .
Meh, another "UK is undervalued" interview with an underperforming fund manager creaming fees every year for his awful stock picks. There's only a handful of companies in the UK I'd invest in, (none mentioned here) and the UK economy and stock market is a busted flush. The fact that he has a tobacco company as the largest holding says it all. The UK is cheap because it's largely full of rubbish. Where do you think the alpha is going to come from in the next 10 years... Greggs and Wetherspoons, or Google & Tesla? What EXACTLY would make me take money out of the US, with the best companies on earth, and rotate into the dumpster fire of the UK? It would be like me selling a Ferrari and buying a 20 year old rusty Ford Fiesta "because it's cheap."
I really wish you'd start holding these fund managers feet to the fire as most of these trusts and funds are just a bunch of average FTSE100 stocks packaged up by fund managers who try to sound like they know what they're talking about. The days of managed funds are numbered in my opinion.
Agree with nev comment. Trust is down from over £5 in 2017 to just over £3 today. Meanwhile these folk sit in posh offices dreaming up ways to spend our money and rebrand to odd names. 7% yield doesn't compensate the capital loss. Go to a global equity income fund if you don't want to trade directly and if not buy National Grid, Shell and Natwest etc yourselfin an ISA and save the fees.
This is the second video where Kyle chucks softball questions at underperformed funds.
I don't care if you are "only" down 30% say compared to a benchmark that's down 35. I need to be up. They should sell all the equities and buy bonds or corporate prefs or other income
And as for risks if the US overvalued market crashes does anyone seriously think the UKs will rise?
A growing dividend is important to. At least with inflation could do with a little more growth in the dividend please. I personally think dividend growth is more important than buy backs
Why not talk about post office sell off not many UK company's left to sell
150mn is just too small, sorry