UK equities: On the brink of a new era

Get ready for a shift in UK market leadership, says Stephen Message, manager of the L&G UK Equity Income Fund.

While the catalysts for these shifts in market leadership are already in place, we expect the process to play out over the next few years; volatility is likely over the near term, not least due to the lack of clarity surrounding Brexit. But as long-term investors, we are acting now to help our clients accrue the potential benefits from the outset of a new era for UK equities.