Election jitters, oil and Japan

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

Holly Cassell on UK Growth As we approach 7 May, the UK stands at a political and economic crossroads. It is increasingly unlikely we will see either the Labour or the Conservative party winning an outright majority. Nonetheless, we remain bullish on the prospects for selective UK equities.  In terms of electoral outcomes, any continuation of the current Conservative-Liberal Democrat coalition can be expected to be pro-growth, pro-equities, and anti-bonds at the margin. This is especially likely given the announcement in the recent Budget that austerity under a Conservative-led governm...