UK small and mid-cap update – the spectre of ‘stagflation’
About this talk
For Professional Clients only, not suitable for Retail Clients
The spectre of ‘stagflation’ – slowing growth and sustained inflation – has had significant ramifications for the performance of equity markets, and consumer related stocks in particular. Henry Lowson, Head of UK Alpha Equities, will explore the opportunities that exist for investors in UK small and mid-cap companies.
Henry will consider some of the themes that continue to drive growth for companies, the actions companies can take to mitigate rising cost inflation, and the fundamental attributes required to navigate these macroeconomic headwinds. He’ll conclude with an outlook for the asset class.