Hamish Baillie points to Brexit and election
Services sector behind 'strong July'
Cautious approach due to recession and political risks
Anticipated downturns should not weigh on long-term decisions
Reviewing their usefulness at a time of intense volatility
Recession due but will be relatively mild
A look back at the past three major downturns
Monetary stimulus merely postponing the inevitable
Manager turns to global services sector for better returns