It's time to 'learn to live with macro headwinds' in UK equities
Robin Hepworth
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
However, for the contrarian investor, macroeconomic overhangs often signal a potential buying opportunity. Given current market dynamics, my conviction is the UK is in a startlingly good place and offers...
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