Ben Russon, co-manager, Franklin UK Managers’ Focus Fund
Despite a robust start to 2017, a cloud of scepticism appears to be hanging over many UK investors. However, we believe the resilience, diversity and overseas exposure of the UK stockmarket combine to offer investors great opportunity. By exploring the themes and ideas that drive stock selection, Ben will make the case that a highly selective approach to UK equity can lead to consistently healthy returns.
Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his views on current macro headwinds and opportunities, where the best income prospects lie and an update on the Fund’s performance, positioning and outlook.
Please join Richard Bullas, manager of the Franklin UK Smaller Companies Fund, who will share his current views and outlook for UK smaller companies. He will also share the ideas and themes that underpin his current portfolio and comment on the attractive valuation gap that he believes has opened up between UK small caps and their larger peers.
Ben Russon manager of the Franklin UK Opportunities Fund and co-manager of the Franklin UK Managers’ Focus Fund will outline the Franklin UK Equity Team’s outlook for 2017. Ben will touch on their experiences and learning from 2016 and outline where they see the biggest opportunities and risks for 2017. At a portfolio level, Ben will also cover how the team expect to position their portfolios in a market dominated by low rates, high valuations and sterling weakness.
Carlos Hardenberg, lead manager of the £2bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets and how the portfolio is positioned to take advantage of opportunities the team has identified.
Ben Russon, Citywire AAA rated manager of the Franklin UK Opportunities Fund, will outline his current views and outlook for UK equities.
He will also share the ideas and themes that underpin his current portfolio and comment on his approach to outperforming the FTSE All-Share Index by focusing on downside protection.
Paul Spencer, manager of the Franklin UK Mid Cap Fund, will share his current views and outlook for the UK mid-cap market. He will also cover the ideas and themes that underpin his current portfolio and comment on his approach to finding alpha in a market characterised by continued volatility, low interest rates and slow-growth.
Please join Colin Morton, Head of Franklin UK Equity, who will share his thoughts on:
• Macro headwinds and outlook - post Brexit vote
• Portfolio positioning across the market caps
• Taking advantage of current market opportunities