27th July 2021
Square Mile Research: The inflation spike
This month, the Square Mile team explore some of the drivers behind the current inflation spike, how companies are reacting to higher inflation and the outlook for inflation in the UK.
This month, the Square Mile team explore some of the drivers behind the current inflation spike, how companies are reacting to higher inflation and the outlook for inflation in the UK.
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum.
In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Richard Buxton, Dan Nickols and Richard Watts discuss what may lie ahead for the economy and UK large cap, mid cap and smaller company stocks.
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