UK

Which funds made the cut?

Rathbones, Schroders and HL rallied last month

Reintroduced British American Tobacco and Imperial Brands to portfolios

Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.

Opportunities abound despite Brexit uncertainty

Retail companies could exceed expectations

We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.

Impact of political turmoil and Brexit

As May agrees 31 October extension

Brexit-proof companies