The slowdown in the UK equity market has enabled re-evaluation

Recent volatility offers opportunities although portfolio preparation is key

This week's Conjecture focuses on the UK equity market. Taking part in the debate were Richard Wilmot, director of investment management and UK Equity fund manager at Newton Investment Management, and Robin Geffen, chief investment officer at Neptune Investment Management. How are you coping in this current market volatility? Richard Wilmot (RW): In terms of the portfolios, they are actually performing quite well. We have constructed our portfolios, particularly the Newton Growth fund, with a relatively low beta and we are under-exposed to a number of the areas that are most vulnerable i...