Are you curious about the current state of the UK market or wondering where the opportunities are for equity income in the UK? In conversation with Jock Glover, Fraser Mackersie, UK equity income manager at Unicorn Asset Management shares his thoughts. He covers off opportunities across the small-cap sector, discusses some of the key themes his team are focusing in on and shares an interesting statistic on English sparkling wine – 1 in 7 households now drink one brand in particular. Tune in to find out which one. Don't have time to listen to the full episode, jump to your favourite part:01:42: What is your view on the UK market as a UK income manager?03:02: How do you view small-cap companies in the UK market?05:42: Do you think government initiatives will be enough to bolster smaller-cap UK stocks, given their growing popularity?07:08: What are the key themes in the portfolio?10:04: What keeps you up at night?12:52: Do you buy companies that don’t have a good yield on that basis? 16:52: Do you have an interesting statistic from the last week?This podcast was recorded in April  2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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