Investors haven't been able to ditch UK equities fast enough, with billions of outflows from these funds during 2022. But that stands in contrast to the recent performance of the FTSE 100, which has approached record highs.
So how can this circle be squared? To find out, we had a chat with Fahad Kamal, chief investment officer at Kleinwort Hambros, and Georgina Taylor, head of multi-asset at Invesco.
They discuss whether valuations are particularly attractive at the moment, whether the cyclicality of the FTSE 100 is a positive and the pros and cons of equity income funds.
The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
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