Growing global private debt offering
Portfolio 'stress tested' by Trump win
The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.
Positioning for rotation into value
Oil price spiked after OPEC agreed production cut
Foreign investment down
Follows US election result
Subject to regulatory approval
Adopted 'pro-risk' tone
Guy Monson, CIO and senior partner at Sarasin & Partners, speaks to editor Katrina Lloyd about the outlook for UK companies and sterling post the Brexit vote.