With the final shape of Brexit still impossible to predict, uncertainty about the political direction the country will take, and many high street retailers limping along in a precarious state, there are clear macroeconomic challenges for UK companies, writes Richard Hallett, manager of the Marlborough UK Multi-Cap Growth fund.
On a more positive note though, plenty of UK businesses are continuing to achieve strong growth. In many cases, these are companies benefiting from powerful trends changing the way we do business, spend our money or lead our lives. Where these long-term structural trends are channelling money into particular business areas, the leading companies in that field should benefit from a strong tailwind, providing the potential for robust growth irrespective of wider macroeconomic conditions. Such businesses can be termed 'secular growth' companies and they can be found across the full br...
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