Chris White, head of UK equities at Premier Asset Management, highlights the sectors set to benefit from a favourable consumer backdrop.
If you want to worry, there is plenty to worry about. Firstly, political risks. While the rise of the far left in Europe may become an issue in due course, the EU referendum could create a lot of volatility. The polls could be volatile and sway with issues such as the Syrian refugee crisis. But I believe the public will conclude it does not have enough reason to leave. The second group of risks is economic risks. Slowing global growth (China and emerging markets driven), the threat of a US rate rise and what this may mean for the dollar, a Federal Reserve which seems to have lost contro...
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