Asymmetric

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Exploring the opportunity set in UK All-Cap Equities

Season 1, Ep. 4

Lot's of interesting insights from Alyx Wood on UK equities, including Kernow's own version of Desert Island Discs!


For reference, here is the link to the Schroders research piece I refer to on why UK equities are attractive both from a value perspective and a free cash flow perspective: https://www.schroders.com/en/uk/adviser/insights/markets/qa-are-investors-right-to-have-jitters-about-uk-shares/

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