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...
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.