Guy Monson, CIO and senior partner at Sarasin & Partners, speaks to editor Katrina Lloyd about the outlook for UK companies and sterling post the Brexit vote.
He also outlines the attractions of US banks as a hedge against rising interest rates; the appeal of global equity income strategies as a "reassuring dose of sanity" returns to the bond markets; and why a small allocation to physical gold may be a good idea as a new world order leads to uncertainty for investors.
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
