Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.

Key Takeaways

  • UK equities continue to be undervalued compared to other regions, with domestic-focused smaller companies in particular providing the most attractive opportunities.
  • UK equities are forecasted to deliver a 20% dividend rise this year, providing a comparable dividend yield versus international markets such as the US.
  • Rising inflation is creating mispricing opportunities. Companies that have strong pricing power and balance sheets are better positioned to withstand inflationary pressures and supply chain issues.