David Stevenson asks whether investors should be embracing more stock market risk.
Financials and housebuilders lead the way
A lot of column inches have been devoted to the various scenarios post the EU referendum result. There is a convincing case to be made that there are three possible outcomes this week, two of which are positive for markets generally.
The prevailing macroeconomic and thematic backdrop means UK investors are confronted by some difficult choices currently. In this environment, it seems that buying the market is simply not an option.
Pound lower against dollar and euro
Family businesses has enjoyed operating across Europe
Investors flock to cash and bonds