Difficult trading environment
Focus on 2018
Focus on relations between Pyongyang and the world
European indices approaching historic peak levels
Everyone writing off supermarket giants
Half of portfolio updated
Market's reputation is being rebuilt
2017 was another bloodbath for the high street. In the UK alone, more than 8,000 stores closed and a handful of household names, such as Toys R Us, filed for bankruptcy.
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.
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....
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.
Low interest rate environment
Amazon a key disruptor
Firms seen double-digit falls