Guy Monson, CIO and senior partner at Sarasin & Partners, speaks to editor Katrina Lloyd about the outlook for UK companies and sterling post the Brexit vote.
There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.
Concentrated portolio remains unchanged following election
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
Global equity funds the only beneficiary
Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....
Unable to implement his policies due to legislation