Insights

We are excited to share insights on H1 2024 performance, our current position, and future outlook as provided by Dan Whitestone, Portfolio Manager for BlackRock Throgmorton Trust.

UK Small caps have often been overlooked by investors for a host of reasons. BlackRock explains why there is reason to start being optimistic within this market.

Despite ongoing uncertainties with inflation, monetary and fiscal policies, and corporate earnings from 2022 to 2024, the outlook remains one of gradual economic recovery, with anticipated declines in inflation both in the UK and globally.

Historic mid-cap downturn signals a market poised for a rebound, setting the stage for potential future growth.

The current market conditions reflect not poor fundamentals, but rather the dynamics of market flow. A shift in this flow is expected to reveal the potential inherent value within this sector.

The trend suggests a continued decrease in inflation, making it increasingly unlikely for interest rates to remain at current levels. A change in this area is anticipated to be a significant catalyst for re-rating in the market.

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The Blackrock Throgmorton Trust management team believe that 2024 could be a good year for investors in smaller companies. Read their outlook to discover why.

Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.

Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.

Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.

Dan Whitestone, Portfolio Manager of BlackRock Throgmorton Trust, summarises his report for the year ending 30 November 2023. He provides valuable insights on the Company's 2023 performance, current positioning, and future outlook.

Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.

We are excited to share insights on H1 2023 performance, our current position, and future outlook as provided by Dan Whitestone, Portfolio Manager for BlackRock Throgmorton Trust.