U.K. Market Feels Like its Underowned, Says Schroders’s Davidson

The video discusses the impact of Brexit on the UK economy and global fund management, highlighting the under-ownership of the UK market by global managers. It explores the UK market's potential for global growth, focusing on multinational companies and the cautious outlook for the year. The discussion covers market recovery since Christmas, current valuation challenges, and potential opportunities in the UK market, particularly in the Footsie 250. The video concludes with a focus on sector preferences, emphasizing quality and defensive stocks, and interest in emerging markets due to favorable conditions.

What is the speaker's view on the defensive nature of the UK market amidst global growth concerns?

In what ways does the speaker suggest that emerging markets could be beneficial for UK multinationals?