We believe the narrative for the UK equity market remains very good. Some inflation appears embedded in markets and economic growth seems robust. We saw investors show caution into the end of 2021 and so have cash to deploy in our view. This has been corroborated by investor feedback we’ve had already this year. The UK equity market is materially cheaper than global equities on a relative basis so asset allocators have to be looking at UK equities while UK 2022 GDP growth is likely the best of t ....

10 Jan 2022
Arden Research Best Ideas 2022
Alpha Financial Markets Consulting PLC (AFM:LON), 370 | Anexo Group Plc (ANX:LON), 122 | Arrow Exploration Corp. (AXL:LON), 16.0 | CyanConnode Holdings plc (CYAN:LON), 17.0 | Glantus Holdings PLC (GLAN:LON), 56.0 | Mode Global Holdings Plc (MODE:LON), 8.0 | Ondine Biomedical, Inc. (OBI:LON), 44.0 | Petro Matad Limited (MATD:LON), 3.0 | Serinus Energy plc (0QFG:LON), 0 | Somero Enterprises, Inc. (SOM:LON), 390 | Westminster Group plc (WSG:LON), 2.0
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Arden Partners Research Team | Andrew Simms | Daniel Slater, CFA | Alex DeGroote | Philip Modu | Manjot Heer | Andrew Gibb | Colin Smith
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99 pages
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Arden Research Best Ideas 2022
Alpha Financial Markets Consulting PLC (AFM:LON), 370 | Anexo Group Plc (ANX:LON), 122 | Arrow Exploration Corp. (AXL:LON), 16.0 | CyanConnode Holdings plc (CYAN:LON), 17.0 | Glantus Holdings PLC (GLAN:LON), 56.0 | Mode Global Holdings Plc (MODE:LON), 8.0 | Ondine Biomedical, Inc. (OBI:LON), 44.0 | Petro Matad Limited (MATD:LON), 3.0 | Serinus Energy plc (0QFG:LON), 0 | Somero Enterprises, Inc. (SOM:LON), 390 | Westminster Group plc (WSG:LON), 2.0
- Published:
10 Jan 2022 -
Author:
Arden Partners Research Team | Andrew Simms | Daniel Slater, CFA | Alex DeGroote | Philip Modu | Manjot Heer | Andrew Gibb | Colin Smith -
Pages:
99 -
We believe the narrative for the UK equity market remains very good. Some inflation appears embedded in markets and economic growth seems robust. We saw investors show caution into the end of 2021 and so have cash to deploy in our view. This has been corroborated by investor feedback we’ve had already this year. The UK equity market is materially cheaper than global equities on a relative basis so asset allocators have to be looking at UK equities while UK 2022 GDP growth is likely the best of t ....