The stocks to avoid as different election scenarios play out

Stocks to avoid as election looms

Neil Veitch, manager of the SVM UK Opportunities fund, takes a closer look at possible sector outcomes after May's general election.

You can beat the bookies. All it requires is an edge - that little bit of knowledge or insight which puts you at an informational advantage to the odds setter. The same applies to financial markets, where securities are mispriced with unerring regularity. More frequently than we would care to admit, however, we have no extra insight whatsoever. This is especially awkward when it refers to something as important as the UK general election. In this instance, we turn to the bookmakers for assistance. A worst-case scenario for UK equities would be an inconclusive outcome, leading to a second...