Investec's Brazier: Finding growth opportunities in the UK

Overseas exposure a benefit

There remains much that could derail the nine-year bull market that equities have enjoyed since 2009.

Yes, we are seeing synchronised global growth for now, but geopolitical risks abound. Global trade wars, Russian posturing, Korean peninsula tensions and central banks starting to unwind the significant monetary stimulus of recent years are all headwinds. On top of this, equity valuations could at best be described as full, with little room for disappointment.  The UK economy has been seen as a 'notable exception' to an improving global economic outlook. UK dividends soar to record high in 2017 but beware '2018 hangover' While the UK has avoided an immediate post-referendum rece...