Janus Henderson Sees Opportunities in U.K. Equities

The video discusses the current state of UK funds, focusing on domestic exposure and the potential in smaller companies. It highlights the interest in domestic banks like RBS and the housebuilding sector, while addressing skepticism towards UK contractors due to past failures. The impact of Brexit on financials is considered, with a focus on domestic equities. The speaker expresses excitement about the undervalued UK smaller companies, suggesting they offer significant investment opportunities.

What is the current sentiment towards domestic UK banks according to the transcript?

• They are seen as risky investments.

• They are considered a good investment opportunity.

• They are expected to decline in value.

• They are not mentioned in the transcript.

Why is there skepticism about UK contractors?

• Due to their strong market position.

• Due to their high profitability.

• Because they are too expensive.

• Because of widespread failures in the past.

What is the expected impact of the equivalence issue on financials?

• It will affect all financial companies equally.

• It is not a concern for domestically focused financials.

• It will have no impact on any financials.

• It will only affect non-UK financials.

What is the narrator's view on UK smaller companies?

• They are overvalued compared to the rest of the market.

• They have been left behind and are undervalued.

• They are performing better than larger companies.

• They are not worth investing in.

What should be the focus according to the narrator, instead of Brexit negotiations?

• Currency fluctuations

• International markets

• Where the value is

• Political developments