Brexit

Equity markets globally currently remain vulnerable to sharp shifts in sentiment, caused by either unexpected or unwelcome outcomes in key upcoming political events (US and German Elections, Brexit and Italian Referendum).

Also added overseas exposure

Kepler Partners' Pascal Dowling analyses how an already 'politically fractured' Europe will cope with a number of elections in the coming year and highlights the European-focused investment trusts positioned to capture the opportunities from a sell-off...

'Too much anger'

Micro caps were predicted to fall

It is probably not an overstatement to suggest the UK is facing the biggest challenge for 70 years.

As open-ended property funds start to reopen after suspensions following the Brexit vote, there is a danger the debate around these vehicles gets kicked into the long grass until the next crisis erupts.

Says political risk has heightened

Fund flow data shows European equities have posted 29 consecutive weeks of outflows, the worst run since 2008.

The Brexit vote, slowing global growth and unprecedented policy measures by central bankers mean there is significant uncertainty about what the future holds at a macroeconomic level - and there is good reason for investors to remain vigilant.