Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Brian Cullen on UK growth Ahead of the least predictable general election for generations, the FTSE 100 is trading within 2% of its all-time high. This feels a rather improbable pairing of events. Are investors right to be sanguine about the UK investment outlook? Or will this six year bull market soon run out of puff? Trading on 16x to 17x earnings, the market as a whole cannot be described as cheap, and we do not subscribe to the view that in a world of negligible (or negative) 'risk-free' yields everything must of necessity be cheap. While global growth could well surprise on the u...
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