Reviewing a challenging H1 2019 for the asset class
Risk assets outperformed 'safe haven' investments
Capacity awareness and position sizing vital
Top five holdings make up 45%
'Gap between value and price as wide as I have ever seen'
It says something about the challenges the UK market faces when Brexit is not the biggest risk investors fear.
FCA needs to review fund structure rules
Global-facing UK equities offer best relative value