Asset allocators: Our key calls for H2 2018 as opportunities 'harder to spot'

What is on industry leaders' radar for the next six months?

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The tech and telecoms sector performed the best over the past six months
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The tech and telecoms sector performed the best over the past six months

Fund selectors have revealed their main concerns and where they are identifying opportunities moving into the second part of 2018, after a challenging six months that have seen volatility return to markets.

Investors have been kept on their toes in recent months by the looming threat of a trade war, multi-speed central bank policies and continuing uncertainty surrounding the Brexit negotiations. Asset allocators are now braced for further volatility in the latter half of the year, with some predicting the situation "could get worse before it gets better".  UK Concerns about the UK's exit from the EU continued to weigh on global sentiment towards the domestic market during the first part of the year, despite the FTSE 100 reaching record highs and toying with the 8,000 point mark in May,...

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