Week Ending 02/05/2025 – UK plc: resilient and cheap…as global capital is reallocated
Jeremy and Gareth discuss a slightly more normal week - Larry Fink and Jamie Dimon are talking up the UK market just as capital is being freed-up from the Mag Seven.
The UK small-cap space is delivering strong performance from stocks able to deliver not-worsening performance...we discuss Watkin Jones, Sanderson Design Group and IG Design as well as global shipping heavyweight Clarkson.
Jeremy highlights that lower energy prices could help pressure Putin towards peace, as well as potentially saving Labour's bacon - if they can wean themselves off Net Zero....
Next week is all about interest rate decisions...Trump vs Powell back in the headlines.
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