Uncertainty regarding the ultimate nature of Brexit has led most international asset allocators to scale back their UK weightings after the referendum.
Additionally, most domestic asset allocators have held back from investing cashflow into UK assets, so they too have moved to sub-normal weightings. With good returns to be made overseas, and ongoing...
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Knee-jerk reactions could become self-fulfilling
Poring through the FCA's new regulations
A fond farewell
What risk factors should investors look out for?