Global capital markets have had a strong run since the global financial crisis and, along with the changing trajectory in global monetary policy, investors must be wary of the risks on the horizon, writes Rupert Silver, senior portfolio manager at Credo Funds.
In the UK, there are also the added concerns of Brexit and Labour leader Jeremy Corbyn taking power. But there is still substantial value in under-researched companies within small- to medium-capitalised...
The US dollar is close to peaking and the risks now seem to be on the downside.
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