It is probably not an overstatement to suggest the UK is facing the biggest challenge for 70 years.
First rate cut last month
More robust economic data in August
After a summer which was surprisingly quiet by the standards of recent years, we may be at the point of significant change in the direction of markets.
Liontrust manager Carolyn Chan examines the investment case for Thailand, which is a significant overweight in the group's Asia Income fund.
There is no doubt the principal immediate consequence of the Brexit vote has been a further increase in uncertainty.
More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Jonathan Bell, partner and CIO of Stanhope Capital.