The UK companies to back through volatile economic conditions

Allianz GI's Matthew Hall explains why despite positive sentiment, the outlook is not completely sunny for the UK economy.

If you had not already noticed, the UK economy is performing rather well.  This has primarily been driven by growth in domestic consumption and services rather than manufacturing. Low interest rates, low unemployment, rising house prices and falling energy prices have significantly improved consumer confidence and, more importantly, disposable income. In contrast, economic performance outside of the UK remains varied. Slowing growth in Asia and falling commodity prices have put particular pressure on the global manufacturing and luxury sectors. In Europe, the economy is recovering, bu...