fund manager views

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.

Wage pressures increasing

Rising inflation a risk

UK equities remain out of favour with global investors and there are, without question, companies that face challenging trading conditions.

Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.

Focus on Asia income

Political concerns remain

Difficult trading environment

The micro-cap sector is often deemed synonymous with higher risk: that the smaller the company, the greater the associated risk warnings.

Focus on consumer discretionary