Polar Capital's Godber & Hamilton: The risk in markets feels more permanent
More balanced exposure
Polar Capital's George Godber and Georgina Hamilton have moved away from a domestic focus on their UK Value Opportunities fund, holding a larger number of overseas earners, as they are "enthusiastic" about markets but have a number of concerns.
The pair are holding a more balanced exposure between domestic and overseas earners compared with three to four years ago when they were running the Miton UK Value Opportunities fund, which was more domestically-focused. ...
More on UK
Is a 'spectacular' rebound on the cards for Woodford in 2019?
'May see success of unpopular calls once again'
Mark Barnett: Four key themes for UK equities (beyond Brexit)
Opportunities in domestically oriented stocks
Schroders suffers £9.5bn net outflows in 2018
AUM dropped 6%
LGIM AUM breaks £1trn mark but index business suffers outflows in 2018
Total net inflows of £42.6bn
More news
Why gold is playing an increasingly important role in portfolios
The US dollar is close to peaking and the risks now seem to be on the downside.
Market Movers blog: Sterling up as Brexit delay agreed but still close to one-month low
Latest news and analysis
Five main GAM shareholders suffer losses of $840m
Fallout from Haywood suspension
Hipgnosis Songs fund acquires three 'genius-level' music catalogues
Songs from writers Johntá Austin, Sean Garrett and Rico Love
ASI and Gresham House form JV to roll out small-cap 'MiFID' fund
Strategic public equity