- Investors want to put political risk at the back of their minds, says Anderson
- Mercantile is bullish on the UK economy
- Will AI be a risk or an opportunity?
Political stability, encouraging companies to list on the London Stock Exchange, and getting pension funds to invest more domestically: these are the three key things on Guy Anderson’s shopping list for the new government when it comes to power. Together with Anthony Lynch, Anderson runs the Mercantile Investment Trust (MRC), the second-biggest investment trust dedicated to UK equities, so he is well placed to discuss the woes of the domestic stock market and what it might take to fix them.
“I don't think it's a coincidence that we have seen outflows from UK equities pretty much consistently since the middle of 2016,” he says, in a not-so-veiled Brexit reference. “What drives a lot of the nervousness and some of the negative sentiment towards the UK market at the moment is the changed perception from one of stability to one of instability.”