Please ensure Javascript is enabled for purposes of website accessibility Trust TV: Has the UK’s recovery finally arrived? - Janus Henderson Investors

Trust TV: Has the UK’s recovery finally arrived?

After an exceptional 2021, markets kicked off 2022 on a sour note as the economic implications of the war in Ukraine and the prospect of higher interest rates to curb inflation weighed on investor sentiment.

Laura Foll, CFA

Laura Foll, CFA

Portfolio Manager


James Henderson

James Henderson

Portfolio Manager


27 May 2022

However, the UK equity market has been resilient largely driven by its high exposure to defensive sectors and companies that have directly benefited from higher commodity prices. In addition, UK stock market valuations remain cheap compared to global peers – providing an attractive entry point for investors looking for opportunities.

Following years of being unloved, are we now looking at a brighter future for UK equities?

Janus Henderson Investors

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Laura Foll, CFA

Laura Foll, CFA

Portfolio Manager


James Henderson

James Henderson

Portfolio Manager


27 May 2022

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