UK Equity update – March 2012
Julie Dean, manager of the Cazenove UK Opportunities Fund and UK Equity Fund gives her thoughts on the market and explains why she’s underweight ‘ recession stocks’.
Launched in May 2012, managers Chris Rice and James Sym discuss the Cazenove European Income Fund’s first year, where they are finding the long-term value opportunities created by the Eurozone crisis and provide an outlook for the fund.
Matt Hudson explains how he identifies stocks and gives an overview of the fund, as well as discussing his views on current market conditions.
Richard Jeffrey, CIO, gives his views on current market conditions, the implications of the 2013 budget and his economic outlook. CPD accredited
Julie Dean, manager of the Cazenove UK Opportunities Fund explains why despite recent misery in the news, equities have recovered, with the UK now in the eighth successive month of increases. CPD accredited
Fund manager Matt Hudson looks at where we are in the business cycle and how blending stocks that deliver premium real yields, capital returns and superior dividend growth are key to targeting income and long-term capital growth.
2012 continued a theme of much action, some progress but no resolution for the problems faced by global markets. CIO Richard Jeffrey reviews the year so far and looks at the possibility of a more positive economic environment in 2013.
Paul Marriage, Investment Week’s UK Smaller Companies Fund Manager of the Year 2012, explains his unique approach to stock picking, giving examples of stocks he currently holds.
Steve Cordell explains how the Morningstar OBSR bronze-rated* Cazenove UK Absolute Target Fund has taken advantage of the volatility caused by the Eurozone crisis.
*Source and copyright: Morningstar OBSR Analyst Rating™.