249. A rallying cry for UK equities

<p>Alexandra Jackson, manager of <a href='https://www.fundcalibre.com/elite-funds/rathbone-uk-opportunities'>Rathbone UK Opportunities</a> fund, gives her views on the Silicon Valley Bank failure and why rising interest rates are felt more by start-ups than quality companies. According to Alexandra, the UK is trading on a 40% discount to global equities, so now could be a good time to invest. She discusses the wide range of opportunities to be had, ranging from gaming to infrastructure. <br/><br/><b>What’s covered in this episode:</b> </p><ul><li>What happened with Silicon Valley Bank… and should we be worried?</li><li>Are higher interest rates going to negativity effect mid and smaller sized UK companies?</li><li>Why the banking strain is more felt by start-up companies than quality companies</li><li>Why now is the time for stock picking</li><li>UK equities are  40% cheaper than global equities</li><li>How the manager constructs a portfolio for a potential recession</li><li>Why politics have been one of the biggest positive surprises recently</li><li>The difference between investing in the FTSE 250 and AIM listed companies</li><li>How UK companies can benefit from US infrastructure spending</li><li>Why now is a good time to be investing in UK equities</li></ul><p><b>More about the fund:</b> <br/>The <a href='https://www.fundcalibre.com/elite-funds/rathbone-uk-opportunities'>Rathbone UK Opportunities</a> fund is a truly active and nimble multi-cap fund with a clear bias in favour of quality growth. The manager will invest in small caps all the way through to mega caps although her sweet spot is usually in the mid-cap part of the market. The fund’s heavy mid cap and quality growth bias means it is likely to deliver very different performance to the UK market.<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 or sell. The fund may or may not st