UK equities: a story of storm clouds and silver linings?

An upcoming Budget, a previously announced rise in National Insurance contributions, growing talk of the reintroduction of coronavirus-related restrictions, soaring energy prices, supply and demand imbalances, supply chain challenges, and rising concerns over inflation and the ability of central banks to contain it. It’s a long list of potential headaches for UK equity investors to consider. But, as Richard Buxton argues in his latest update – recorded at the peak of the third-quarter corporate reporting season – for patient and selective investors, there are still plenty of reasons to be optimistic.

The value of active minds: independent thinking

A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.