In the Company of Mavericks

Jeremy McKeown has fascinating conversations with entrepreneurs who dared to be different.

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November 3, 2023

Why Invest in the UK? Simon French, Alyx Wood & Laurence Hulse

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. 


On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?      


It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes. 


Simon frames the discussion with his expertise in interpreting macroeconomic data.


Alyx adds his perspective of an investor who spends much of his time talking to international investors about investing in the UK. 


Laurie talks of what he sees as a generational opportunity to buy abnormally cheap assets at the bottom end of the UK’s “out of favour” stock market.   


As always, this is for information purposes only. This is not investment advice. 

This communication is provided for information purposes only, and is not a solicitation or inducement to buy, sell, subscribe, or underwrite securities or units. Investors should seek advice from an Independent Financial Adviser or regulated stockbroker before making any investment decisions. Progressive Equity Research Ltd (“PERL”) does not make investment recommendations.

Opinions contained in this communication represent those of PERL and/or our affiliates at the time of publication and PERL does not undertake to provide updates to any opinions or views expressed. PERL does not hold any positions in the securities mentioned in this communication, however, PERL’s directors, officers, employees, contractors and affiliates may hold a position,  and/or may perform services or solicit business from, any of the companies or related securities mentioned.

Any prices quoted in our research are as at the previous day’s close.