Global stockmarkets are still digesting the UK's decision to leave the EU back in June, and while economic data is holding firm, valuations in the UK equity market have polarised with material rises in companies deriving significant profits abroad, reflecting the sharp fall in sterling.
The share prices of UK domestically-focused companies fell with fears that the economy will not hold up, although many have rallied as data has been better than expected. All this is set against a backdrop...
Industry Voice: Watch Rob Burnett discuss why he believes markets are overreacting to recent events in Italy and the key catalysts required for value strategies to outperform.
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