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...
Aviva Investors' Balfour looks at UK equities
'UK elections offer little scope for a shock'
Leading to growth stocks' underperformance
Hurt by recent underperformance