Equities

The UK economy has provided a relatively supportive backdrop for the consumer over the past year, who have benefitted from jobs growth, cheaper oil, and a near-zero inflationary environment.

John Paulson saw losses over five months

EM exposure at lowest level

Recovery in domestic economy

Focus on highly successful SME businesses

Stronger than 2015

High conviction portfolio

Tech not immune from growth concerns

Gap in GDP growth between India and Brazil increases

Another UK Equity Income fund to be ejected