
UK equities: Q1 2025 market review and outlook
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
Central banks continued to raise interest rates during the third quarter in an attempt to dampen inflation. Although inflation remains high, there are signs we may be near the peak.
The UK equity market is currently trading well below its historic valuation trading range, making it one of the cheapest global markets, and many small companies have seen their share prices fall significantly to trade at valuations around those reached in the global financial crisis.
Therefore, despite the headwinds that the UK economy currently faces, Robin believes there are reasons for optimism within the UK smaller companies sector.
In his Q3 video update, Robin reflects on the quarter and answers the following questions:
00:16 - What has been happening in the UK markets over the quarter?
02:20 - What is your view on inflation and the impact on businesses in which you invest?
02:59 - How did the fund perform over the quarter?
04:12 - What changes have you made to the portfolio over the quarter?
05:25 - What is the outlook for UK smaller companies?
This investment trust is managed by Jonathan Brown and Robin West, members of Invesco’s UK equities team. Click below to learn more about the trust and the team.
Invesco UK Smaller Companies Equity Fund (UK)
UK equities team
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
In Q1 2025, Joe Dowling, Fund Manager of Invesco Global Equity Income Fund, discusses key market questions and their implications for the rest of the year.
Stephen Anness, Head of Global Equities, shares some lessons learnt from the previous drawdowns we’ve experienced in order to help investors navigate the ongoing market volatility.