January is famous for containing the most depressing day of the year. But the New Year malaise seems to have gone further this year, infecting equity markets and leaving investors nursing multiple headaches.
Investors searching for sustainable and structural growth opportunities can still find a more attractive combination of earnings growth and value outside the FTSE 100, according to Fraser Mackersie is manager of the Unicorn UK Growth fund.
Allianz GI's Matthew Hall explains why despite positive sentiment, the outlook is not completely sunny for the UK economy.
Many companies at risk of dividend cuts
Sector enjoyed long-term outperformance
Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.
The message at this stage of the economic cycle, or any stage, is 'buyer beware'.
Domestic stocks counter global uncertainty
Since the onset of the financial crisis, productivity in the UK has slowed and there are various factors that could be to blame, writes Parmenion Capital Partners' Meera Hearnden.
Allianz GI's Matthew Tillett explains why he believes the recent outperformance seen in UK equities is unlikely to continue