About this episode
The UK stock market is often dismissed as stagnant, but as Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund explains, that perception doesn’t tell the full story. In conversation with Darius McDermott, Simon discusses the surprising strength of the FTSE, the undervalued potential of mid and small-cap companies, and why he believes the UK economy is far more resilient than many assume. They also look ahead to the upcoming Budget, potential tax changes, and what all this could mean for investors. With insights on valuations, domestic opportunities, and industrial recovery themes, this is a must-listen for anyone rethinking their UK investment outlook.What’s covered in this episode: Why the FTSE is quietly outperforming global markets in 2025The gap between perception and realityWhat’s really holding back mid and small-cap stocks?…and why that might changeWhy the UK economy is more resilient than the headlines suggestHow strong corporate and consumer balance sheets are supporting growthWhat to expect from the upcoming UK BudgetThe case for optimismWhy fear in the market could create opportunityKey themes driving Simon’s fundExamples of companies thriving despite economic uncertaintyWhy sentiment may shift and which investors could benefit firstMore about this fund: VT Tyndall Unconstrained UK Income is a high conviction, highly differentiated mid-cap focused UK income fund. This fund offers something different, with its combination of premium yield and dividend growth stocks and we applaud the fund's low active management charge.Learn more on fundcalibre.comPlease 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 still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
