In yesterday’s BlackRock Throgmorton (THRG) annual general meeting, manager Dan Whitestone outlined what he sees as the significant potential for a surge in UK small and mid-cap valuations to outstrip those in the large cap sector when the macroeconomic backdrop in the UK improves.
Dan says that UK companies’ share prices have become increasingly detached from their earnings potential, through a combination of political uncertainty, sticky interest rates, strength in overseas markets (in partic ....

21 Mar 2024
BlackRock Throgmorton – AGM update

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BlackRock Throgmorton – AGM update
BlackRock Throgmorton Trust PLC GBP (THRG:LON) | 584 0 0.0% | Mkt Cap: 451.8m
- Published:
21 Mar 2024 -
Author:
Matthew Read | David Johnson -
Pages:
6 -
In yesterday’s BlackRock Throgmorton (THRG) annual general meeting, manager Dan Whitestone outlined what he sees as the significant potential for a surge in UK small and mid-cap valuations to outstrip those in the large cap sector when the macroeconomic backdrop in the UK improves.
Dan says that UK companies’ share prices have become increasingly detached from their earnings potential, through a combination of political uncertainty, sticky interest rates, strength in overseas markets (in partic ....