Saracen's Yeaman reveals the UK domestic stocks he is backing on UK Alpha fund

Housebuilders and retailers

Yeaman: "General retailers have, by and large, proved friendless as sterling weakness impacts cost bases"

Yeaman: "General retailers have, by and large, proved friendless as sterling weakness impacts cost bases"

The UK stockmarket has performed admirably over the course of the past 12 months, and pushed the bears onto the back foot.

Although we never try to second guess market moves over such a short timescale, even we have been surprised at how robust the index has been. Given the above, where does this leave the market and which sectors still offer value? Saracen's Campbell: The trends set to dominate 2017 Following last year's decision to exit the European Union, many UK domestic companies struggled to make any headway in terms of share price appreciation, with most lagging the exporters found in the FTSE 100. Year-to-date, this appears to be unwinding, with the likes of Royal Dutch Shell, BHP Billiton a...

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