Grant Slade, CFA

Energy-driven inflation will spike in 2026—but forecasts still point to falling prices, weaker growth, and Bank of England rate cuts.

With inflation cooling and interest rate cuts on the way, UK assets are emerging as compelling value opportunities.

Expect more yuan devaluation and government support in China with exports likely to collapse.

Near-term margin pressures such as inflation and regulation remain concerns, but the company has put in a promising performance.

As the housing market starts to recover, Persimmon screens as the most undervalued stock in our coverage