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 challenges do UK contractors face according to the speaker?

What opportunities exist in the UK smaller companies sector?