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Financials Sector Note

Elevated Uncertainty & A New Hope

We have entered 2023 with elevated levels of uncertainty following on from geopolitical challenges and a strongly deteriorating macro-backdrop throughout 2022, both of which have led to significant equity market sell-offs. Despite this, we note the majority of companies within our coverage released positive performance updates and outlook statements in January, sparking some hope that this year will see a degree of improvement.

Stocks mentioned in the note include:

Tatton Asset Management (TAM), Brooks Macdonald Group (BRK), Foresight Group Holdings (FSG), Secure Trust Bank (STB), Mattioli Wood (MTW), Mercia Asset Management (MERC), LendInvest (LINV), Urban Logistics REIT (SHED) and Rathbones Group (RAT).

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