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If covid-19 cases keep falling, and buoyed by attractive valuations, the UK will look more investable
Despite a perceived weak economic outlook and the FTSE 100 suffering its worst year since 2007 with a 14% decline in 2020, the Liontrust multi asset team is increasing its weighting to UK equities.
As part of its strategy of favouring cheaper equity markets; including Europe, Japan and Asia/emerging markets, rather than the expensive US, Liontrust said it is now “increasingly comfortable” favouring the UK as well.
Having been neutral on UK equities for much of last year, growing vaccine optimism led the multi asset team to adopt an overweight stance in November, while it also upped its exposure to small caps as the end of the Brexit transition period approached.