US election and UK budget: a tactical approach to US and UK equities with Marc Kimsey

The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.

The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.

We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.

Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.

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