Ruffer ups UK equity exposure as 'storm clouds' clear

Hamish Baillie points to Brexit and election

James Baxter-Derrington
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Ruffer's Hamish Baillie
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Ruffer's Hamish Baillie

With a Brexit deal negotiated and an election on the way, Hamish Baillie, lead manager of Ruffer Investment Company, has increased exposure to domestic UK equities.

Baillie has suggested that UK-specific risks may clear "abruptly", which could lead to UK equities shrugging off their "leper's bell". He has pointed to "absent political noise", a "likely" strengthening...

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