Think like a 基金 経営者／支配人 and 支援する FTSE 250 取引s - the 株 専門家s are 選ぶing
Suddenly, the UK's 経済的な mood is brighter ? cheerful, even. に引き続いて what one 分析家 called a 'resounding 回復する' in first-４半期/4分の1 生産（高）, 全世界の banks have raised their 発射／推定s for the 見通し.
Such is the growing 楽観主義 surrounding the UK markets that 投資 professionals are 取引-追跡（する）ing in the 国内で 焦点（を合わせる）d FTSE 250.
This 索引 is 十分な of British 商売／仕事s '貿易（する）ing at 構成要素 割引s to their 全世界の peers', as Simon Doherty, 長，率いる of managed 大臣の地位 services at Quilter Cheviot, puts it.
飛行機で行くing the 旗:?The FTSE 250 is 十分な of British 商売／仕事s '貿易（する）ing at 構成要素 割引s to their 全世界の peers'
The 見解（をとる） that some of these companies may be 熟した for 引き継ぎ／買収 is 伸び（る）ing 通貨 ? thanks to the £34billion 企て，努力，提案 戦う／戦い for 採掘 巨大（な） Anglo American.
This appears to have 最高潮の場面d the value of much cheaper, smaller 商売／仕事s ? without political baggage.
There are many of these 適切な時期s, companies that have been 'hiding in plain sight', によれば Thomas Moore, 経営者／支配人 of the Abrdn 公正，普通株主権 Income 信用.
Stuart Clark, of Quilter 投資家s, 最高潮の場面s the FTSE 250's rich mix of 選挙権を持つ／選挙人s. He says: 'The 索引 含む／封じ込めるs companies that have fallen on tougher times.?
But they own 広大な／多数の／重要な 資産s or 知識人 所有物／資産／財産 which would be attractive to larger-sized competitors.?
The 索引 also 含む／封じ込めるs smaller companies that are 首尾よく growing and would be 控訴，上告ing to larger 会社／堅いs that wish to 加速する their 拡大.'
The FTSE 250 enthusiasm has been その上の fuelled by this month's 企て，努力，提案 for 工学 group John 支持を得ようと努めるd. Its Lebanese suitor Sidara 申し込む／申し出d 賞与金 of 25pc above John 支持を得ようと努めるd's 株 price. This approach was rebuffed, but Sidara may return with a more generous 人物／姿／数字.
Last month, cybersecurity group Darktrace was snapped up by the Chicago 私的な 公正，普通株主権 会社／堅い Thoma Bravo, in a 取引，協定 seen as foreshadowing more FTSE 250 '取得／買収 activity'.
The 期待 that more 約束ing UK plc players will succumb to overseas predators is disheartening.
But not all FTSE 250 指名するs will 直面する this 運命／宿命 and here are the 大勝するs to make the most of what seems to be their brighter 未来.
在庫／株s to 利益（をあげる） from the FTSE 250?
Natalie Bell, 経営者／支配人 of the Liontrust's UK Smaller Companies and UK Micro-Cap 基金s, 最高潮の場面s the two 'niche 支持する／優勝者s' of the FTSE 250: Moonpig, the online gifts and greetings card retailer, and Rotork, 製造者 of 'flow 支配（する）／統制する' 製品s, that is, 弁s and actuators (構成要素s used in 電気の and hydraulic 過程s).
She says: 'Moonpig has 65-70 per cent 株 of the UK and the Netherlands markets.' This 商売／仕事, 設立するd in 2000, takes its 指名する from 創立者 Nick Jenkins's hated schooldays 愛称. 株 have risen by 16 per cent over the past year to 156p, but remain 63 per cent below their level of three years ago. 分析家s at Deutsche have 始める，決める a 的 of 180p.
Bell likes Rotork's solid levels of growth and strong 利益（をあげる） 利ざやs. She 追加するs: 'The company is built on an ethos of continual 革新, 質 and reliability.'
Rotork 株 are up 8 per cent this year to 336p, with some 分析家s now 的ing 430p. Alexandra Jackson, 経営者／支配人 of the Rathbone UK 適切な時期s 基金, 名簿（に載せる）／表（にあげる）s two of the 可能性のある 勝利者s in 所有物／資産／財産.
'This 部門 should be in the 先導 if 率s are 削減（する） this summer,' she says.
'Sirius Real 広い地所 owns 商売／仕事 parks in Germany and the UK. The company is 技術d at 変えるing sub-optimal and under-utilised space for which there is strong 需要・要求する.
'Sirius has now 配達するd its 10th 連続した year of rent roll growth of 5 per cent-加える.'
Thanks to these せいにするs, the 合意 of 分析家s 率 Sirius Real 広い地所 a 'buy'.
Grainger is the UK's largest 私的な landlord and also the largest 指名する in build-to-rent 開発s. Jackson likes its low-危険 商売／仕事 model, its balance sheet that can withstand a 50 per cent 落ちる in house prices, and its 計画（する） to 二塁打 収入s per 株 by 2026. Again, 分析家s 率 Grainger as a buy.
Moore's 所有物／資産／財産 選ぶ is OneSavings Bank, the UK's biggest professional buy-to-let 貸す人 which is also 利益ing from the nation's 増加するd dependence on the 私的な 賃貸しの 部門.
基金s and 信用s to 利益（をあげる）
The simplest way to get 幅の広い （危険などに）さらす to the 索引 is 経由で a tracker 基金 such as the 先導 FTSE 250 ETF (交流 貿易（する）d 基金).?
But if you are looking for a longer-称する，呼ぶ／期間／用語 選択, Quilter Cheviot's Doherty points to the Janus Henderson UK Smaller Companies 基金.
He says: 'This 基金 投資するs in the likes of Bellway, the housebuilder, and Mitchells & Butlers, the pub 操作者. These 商売／仕事s should do 井戸／弁護士席 as the UK 現れるs from 後退，不況, 利益／興味 率s are 減ずるd ? and 消費者 信用／信任 returns に引き続いて the cost of living 危機.'
Let's hope for such an 結果.
