The UK has remained firm on its economic recovery path so far this year, but political turmoil in the Middle East, combined with central banks' inability to make firm decisions on rate rises and monetary policy, are threatening to throw markets off track. So what are the key risks investors should be aware of in the second half of 2014?
So what are the key risks facing investors as we start the second half of the year? Below, top managers from across the industry reveal their concerns. Jonathan Waghorn, co-manager, Guinness Global Energy fund Energy The recovery in equity markets since 2009 from cheap to quite full valuation means investors must pay more attention to finding sectors offering reasonable value. Energy is a good example. The recent rise of ISIS in Iraq has been a useful wakeup call. For nearly three years – until February – investment sentiment was dominated rising US shale oil production. At...
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