Posts by Hugh Sergeant
Finding optimism amongst uncertainty
Post the Global Financial Crisis (GFC) and Brexit, UK equities, specifically the FTSE 100, have been shunned over the last ten years for three key reasons: too value oriented in a post-GFC world that favoured growth stocks; too skewed towards important but slower-growing industries such as banking, energy and healthcare; and too risky due to Brexit.
Read MoreHugh Sergeant’s outlook: Huge anomalies to exploit
Huge anomalies to exploit should lead us to a good position for 2022
Read MoreWhy the ‘because of staglation’ narrative is wrong
Hugh Sergeant explains why he believes that the “because of stagflation” anti-consumer stock narrative is wrong. Here he shows, using some charts to illustrate his points, how the fundamentals lying behind consumer spending are strong, and there is a good opportunity in consumer cyclical stocks.
Read MoreInvesting in a UK recovery – FundCalibre
Hugh Sergeant, manager of the ES R&M UK Recovery fund, talks to Darius McDermott about value investing in the UK including how the fund has performed so strongly over the past decade and the recent vaccine rally.
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