Four attractive stocks in the UK

Stuart Fowler, head of UK equities, Axa Investment Managers tells MoneyWeek where he’d put his money now.

Stuart Fowler, head of UK equities, Axa Investment Managers tells MoneyWeek where he'd put his money now.

There is no common theme behind the stocks that I favour at the moment. I have some top-down themes in mind for example, that the UK consumer sector is slowing fast, but that this will lead to a fall in interest rates but there don't appear to me to be any obvious ways of making a lot of money out of such themes. At the margin, falling rates make continuing weakness in sterling more likely, but even with that in mind, I find I can still unearth businesses based entirely in the UK that are attractively priced.

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