UK equities continue to be buffeted by the Brexit debate, with this coming on top of a global risk-off trade sparked by rising rates in the US, the US-China trade war and other idiosyncratic events.
For investors in the UK it means greater discernment is now needed and we have been becoming more defensive in the second half of the year, and expect to remain positioned as such in the near term. ...
Industry Voice: Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
More thought and selectivity required from investors
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Clarke replacing Balkham