UK Growth

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Dan Nickols manager of the Old Mutual UK Smaller Companies fund, asks if UK smaller companies should realistically be trading at a discount to their large cap peers

UK investors may be unsure about the impending general election, but events elsewhere could provide a boost to the economy in the coming months, explains John Redwood, chairman of the investment committee at Charles Stanley Pan Asset.

As the low interest rate environment continues to vex investors, David Urch, manager of the TB EEA UK Equity Market fund, looks at the areas of growth investors should focus on in 2015

The fact that the FTSE 100 finally eclipsed its previous closing high from December 1999 made for interesting headlines recently, but this does not tell the whole story, according to Franklin Templeton's Ben Russon.

Stocks to avoid as election looms

The full impact of downward pressure on FTSE stocks is still yet to be felt, says L&GI's Richard Penny, as he highlights the stocks which can buck the bad news.

Falling oil prices have been a boon to consumers and managers should be exposed to rising discretionary spending, explains Smith & Williamson's Mark Boucher.

Carl Stick, manager of the Rathbone Income and Heritage funds, explains why the future is looking rosier for many UK companies.

The most recent global economic data suggests a general softening in growth activity - led particularly by Europe.