Finding opportunities in a 'low-to-no' growth environment

UK consumer discretionary sector

John Leahy, manager of the recently launched New Capital UK Select Equity fund, reveals where he is finding the best value in UK equities at the moment.

There's always something to be worried about. Currently, UK investors can easily spend all their time focusing on the implications of an EU referendum for the UK, OPEC in disarray, or Chinese market volatility. Neptune's Martin: How I am navigating a potential Brexit However, it is far better to focus on what is easier to fathom. Where can you find sustainable growth in a 'low-to-no' growth environment? The answer is found in the UK consumer discretionary sector. A record high employment rate and rising personal disposable income provide a favorable backdrop. But investing in qua...