How Brexit and Trump have impacted investment trust positioning going into 2017

Katrina Lloyd
clock • 7 min read

Trust managers from Investment Week's Investment Company Forum discuss how they negotiated an unpredictable 2016 and where they believe the best opportunities lie in the coming 12 months and beyond.

Peter Lowe, manager, F&C UK Real Estate Investments Limited What impact has the Brexit vote had on your outlook for the sector? The initial increased volatility and the higher level of uncertainty has now given way to relative stability, helped by improved visibility on pricing, with members of the traditional investment trust peer group now back trading relatively close to par. Industrial and logistics property has proved comparatively resilient and overseas investors have remained active, assisted by the recent weakness of sterling. Significant headwinds do exist however, both e...

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