UK Growth

In short measure, the UK has managed to hop, skip and (a referendum later) back itself in to the naughty corner of most global asset allocators' wish lists of places to invest.

Shareholders offered rollover or cash exit

Outlook also bodes well for value investors

Our UK outlook has been steadily downgraded over the last 12 months.

Great diversity on offer

Pressure from sector disruptors

We have recently been summing up our overall market view as being characterised by elevated multiples applied to cyclically high earnings.

Markets have enjoyed a very strong start to the year.

Housebuilders and retailers

At the moment, I am finding value in a number of pockets across the market - including the oil & gas, financials and telecoms sectors - but a lot of my recent positioning has been oriented towards increasing sterling exposure via a number of deep-value...