))
Week ending 12/07/24 - The Equity Dispersal Trade
Manage episode 428612821 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This week, Gareth and Jeremy discuss the positive set-up for UK equities, helped by stronger-than-expected GDP growth for May, the firm £, and lower US inflation, which has raised hopes of rate cuts. The new Labour government's honeymoon period is underway, and they are looking busy, but will it last forever?
There are emerging signs that the unwinding of the concentrated US tech rally might lead to a dispersal of returns to smaller, more value-oriented equities. If sustained, this dispersal trade should be positive for the UK market.
They discuss DP Poland, Springfield Properties, Gleeson, Barratts, Johnson Service Group, Wetherspoon, PageGroup and Hays among UK companies.
Next week's highlights include the UK's June Inflation and unemployment data, the ECB's rate decision, Japan's June inflation, and the Donald Trump show in Wisconsin, otherwise known as the Republican Party Convention.
Made possible by Progressive Equity.
89 episoade
Distribuie
