Ruffer ups UK equity exposure as 'storm clouds' clear
Hamish Baillie points to Brexit and election
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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