Morningstar Uk: Podcasts

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the UK and European markets, and how politics have impacted stock markets. UK stocks have fallen from favour as concerns build about Brexit. But our first guest James Henderson, manager of the Lowland Investment Trust welcomes the dip as it has provided opportunity for him to pick up income stocks cheap. Up next, JPM Claverhouse Trust manager Will Meadon says It is understandable that UK equities have fallen from favour but warns investors against ignoring them completely. Has Europe reached its peak, is this as good as it’s going to get? Sam Morse, manager of the Fidelity European Values fund is up next to discuss investment conditions in Europe, and where there is value left in the market. Our next guest is Olly Russ, Manager of the Liontrust European Enhanced Income Fund. Olly feels that Europe has never looked better and is in great shape so equity investors should make t