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.
UK economy showing signs of distress
New managers appointed for their funds
Investors 'can no longer rely on hope and optimism'
More balanced exposure
Stick with value approach
'Relevant' to all holdings
Corbyn 3/1 to become next PM
Japanese equities among top five