consumer retail

Disruptive force

Retailers under pressure

Key to maintaining a balanced approach

Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.

Average yield of 2.9%

High yield manager

While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....

Long-term trends

For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.

As fears of political and economic uncertainty rise, we can see the effect taking hold on the British consumer.