352. Are we on the brink of a UK consumer boom?

FundCalibre - Investing on the go

UK equities have long been overlooked, but things may be changing. In this episode, we sit down with Jeremy Smith, manager of the CT UK Equity Income fund, to discuss why international investors are rediscovering value in the UK market, which sectors are thriving, and the role of mergers and acquisitions in reshaping the investment landscape. We also explore the challenge of sustaining dividend income, the impact of economic trends, and whether the UK could be on the brink of a consumer boom.

What’s covered in this episode:

• What’s bringing international investors back to the UK?
• The fund’s overweight to industrials
• Why the fund is underweight commodity-linked sectors
• A contrarian view on the banking sector
• The uptick in M&A activity and what it means for the fund
• Searching for reliable income
• Why we could be on the brink of a consumer boom
• What makes mid-caps so attractive

More about the fund: CT UK Equity Income is managed by the highly experienced Jeremy Smith. He looks for unloved companies listed on the London Stock Exchange, with the ability to sustainably grow their dividends. The fund is unconstrained and has a ‘contrarian value’ bias. Jeremy looks for hidden gems and businesses with long-term potential.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.