The team will look at macro themes affecting the UK economy, followed by a quick dip into investment opportunities – which Mattioli Woods has various UK exposure to in our funds.
Senior Investment Strategist Tom Elliott will cover the outlook for the UK economy, and where we sit in terms of growth, inflation, interest rates and currency. Followed by an in-depth analysis into which sectors might be most affected by a downturn over the next year or so.
Investment Director Chris White will look at what this means for stocks – covering blue chip foreign currency earners, followed by the mid/small sector and how a looming recession will result in weaker companies being taken out by the strong.
