Managers are set to take advantage of domestic cyclical opportunities arising from the increasingly "bearish consensus" surrounding the UK economy, pointing to positive fundamentals being suffocated by negative sentiment from the media and economists.
Last month, Moody's cut the UK's credit rating from Aa1 to Aa2 on the back of concerns over the country's weakening public finances and the impact of leaving the European Union on economic growth. The...
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Following 2016 thematic review