The UK economy has rebounded from the COVID-related contraction earlier in the year, yet the recovery remains bumpy, with consumer activity strong, unemployment likely to rise and unprecedented levels of fiscal and monetary stimulus. UK large-cap investors must also consider the disparity in growth vs value stocks, the outlook for dividends and the Brexit end game. In this video, Richard Buxton – Head of UK Alpha Strategy at Jupiter Asset Management and an experienced, long-term investor in UK plc – shares his insights.
This video formed part of AJ Bell’s Investival 2020 webinar, broadcast 19–20 November 2020.
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