Political risks and High Street changes
Focus on digital disruption
Fund manager interview with the UK fixed income head
Opportunities in unlisted companies
Also invested in Liontrust
Headwinds and opportunities
Retailers under pressure
Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
Refocusing on sterling