Richard Bullas

Dec 11, 2024 | trustnet.com | Richard Bullas |Martin Currie

As the dust settles on Labour’s first Budget, Martin Currie’s Richard Bullas reflects on what this means for the UK's equity markets. We’ve not been shrinking violets about our positivity that a UK domestic resurgence has begun. Over the past couple of years, we’ve been banging the table about the underappreciated opportunity in UK equities through the combination of historically low valuations and economic strength not yet realised by the market.

Nov 19, 2024 | martincurrie.com | Richard Bullas

Important informationThis information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested. The information contained in this document has been compiled with considerable care to ensure its accuracy.

Aug 15, 2024 | moneymarketing.co.uk | Richard Bullas

Midcaps have endured a turbulent few years, whacked by Covid-19, recovering during the height of the pandemic and then slumping again as inflation and recessionary fears took hold. Today, however, the UK economy has turned a corner. For investors looking to capture the recovery, midcap equities represent a rare opportunity, offering secure income and significant growth prospects. Across the UK stock market, it is midcaps that represent the sweet spot.

Aug 7, 2024 | martincurrie.com | Richard Bullas

UK economic conditions are in good health, supported by lower inflation, rate cuts, and a stable political environmentStrengthening consumer demand will be a major driver of UK economic strengthDomestically focused mid and small cap stocks are poised to gain significantly from the resurgence of the UK's economyThe UK economy is in solid shape. Evidence announced over the last few months has shown the economy to be gaining momentum, which bodes well for UK companies future growth prospects.

May 15, 2024 | martincurrie.com | Richard Bullas

Returns from UK mid-caps have shown long-term resilience. UK mid-caps are valued at 20% below their long-term average and offer an attractive income stream. Factors that could trigger a resurgence include interest rate cuts, a supportive economic backdrop and strong corporate fundamentals. Mid-sized companies in the UK have historically offered attractive long-term returns. However, recent years have posed challenges as businesses grappled with the aftermath of Covid-19 and economic uncertainties.