Where to find growth in volatile markets

EQUITIES

Steve Davies, manager of the Jupiter Undervalued Assets fund and co-manager of the Jupiter UK Growth fund, on the UK sectors he believes hold the biggest potential.

Despite a strong start to the year, stock markets face several potential hurdles: polarised budget negotiations in the US, an indecisive election result in Italy and the consequences of a credit downgrade for the UK. So can equity markets maintain their momentum? Some have insisted we are seeing a “great rotation” from bonds into shares, demonstrating increased appetite for risk assets among investors. Others have warned that uncertainty surrounding the events mentioned above could precipitate a correction. In our view, having perspective is an important part of investing. In our fund...