Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: William Meadon, manager, JPMorgan Claverhouse investment trust.
As the UK economy continues to strengthen, it is encouraging to hear just how upbeat the managements of many of our companies are. Corporate balance sheets are strong, and dividend flows remain robust. The stockmarket has, however, anticipated much of this good news and so the valuation of equities is no longer in the bargain-basement category. However, equities continue to look attractive to us on a medium-term view and we are still finding many interesting UK opportunities.
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