UK Growth

UK sector rotation

Evolution of the Economic Advantage process

Pension fund deficits have been a controversial topic for investors for some time. In 2016, both the British Steel pension issues and the BHS/Sir Philip Green saga have been front page news, writes RWC's John Innes.

Four months on from the EU referendum and the market has, thus far, taken the result very much in its stride.

According to the IT crowd, there are two types of companies in the world: "Those who know they have been hacked and those who do not."

FTSE 250 underperforms post-Brexit

Bowie, Brexit and Bake Off - 2016 has already delivered a number of shocks. Fretful investors could therefore be forgiven for seeking investments that are as safe as houses.

The Brexit vote, slowing global growth and unprecedented policy measures by central bankers mean there is significant uncertainty about what the future holds at a macroeconomic level - and there is good reason for investors to remain vigilant.

It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.

The casual observer will have noted a pick-up in the already elevated level of 'noise' in the City pages. Cyclical or value companies, including builders for example, are sensitive to levels of economic activity in the economy which, post-Brexit, is harder...