How to play the election: Wealth managers' strategies revealed

With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.

Shaun Port, CIO at Nutmeg It may take many weeks to form a government, rather than days, which will only add more fuel to speculation and nervousness in financial markets. We have reduced our UK FTSE 100 investments but still hold some UK stocks - typically one-third of what we would normally use in a Nutmeg portfolio. We have not completely removed UK equities from portfolios because a weakness in sterling against the dollar may prove useful in other regards, such as providing a boost to international earnings and increased mergers and acquisitions activity. In equities, we ...