218. There is hope yet for UK equities!

<p>Alexandra Jackson, manager of the <a href='https://www.fundcalibre.com/elite-funds/rathbone-uk-opportunities'>Rathbone UK Opportunities</a> fund, talks to us about UK equities: how they have performed, the impact of UK political and economic turmoil, why mid-cap stocks are attractive, and why M&amp;A targets are no longer vulnerable companies but trophy assets. She also tells us which stocks she has sold recently, reveals which real estate company has locked-in cheaper energy prices for its tenants, and gives us some hope amidst all the doom and gloom.<br/><br/><b>What’s covered in this episode: </b></p><ul><li>How growth stocks have performed in the past six months</li><li>Whether the manager has made any changes to the portfolio following the political and economic upheaval in the UK</li><li>Which stocks the manager has sold and why</li><li>Why M&amp;A activity has moved from snapping up vulnerable companies to buying trophy assets</li><li>Why the manager favours medium-sized companies over larger ones</li><li>Which company is benefitting from the rise in cyber attacks</li><li>Why the manager has been testing the energy resilience of her companies</li><li>Which real estate company has managed to lock-in cheaper energy prices from 2020</li><li>The positives to be found amidst all the doom and gloom</li></ul><p><b>More about this fund:</b><br/><br/><a href='https://www.fundcalibre.com/elite-funds/rathbone-uk-opportunities'>Rathbone UK Opportunities</a> is a flexible fund targeting quality growth businesses. The manager looks to take advantage of cheap UK valuations, but avoids the ex-growth, large-cap dinosaurs. She combines structural winners with a strong core of high-quality compounders and the final portfolio consists of around 50 to 60 holdings, with a bias to medium-sized companies.<br/><br/>Learn more on <a href='https://www.fundcalibre.com/'>fundcalibre.com</a><br/><br/><em>Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy o