Currency exposure has been the main driver of gains for many UK investors this year, but managers are now turning their attention to hedging strategies as they predict further volatility in the FX market, while some are becoming more bullish on sterling.
This year has seen the pound plummet to a 31-year low after the UK voted for Brexit on 23 June, trading 15% lower against the US dollar year-to-date at $1.2521 and down 13% against the euro at €1.1795...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points