2019 General Election

The latest on the UK's life outside the EU

Macro risks no obstacle for hopeful investors

Following the Conservatives' victory in last year's General Election, the UK has left the EU and, according to current plans, entered a transition period until the end of 2020.

2019 General Election result also key factor

Sentiment towards the UK has improved following December's General Election result, but we believe equity income investors need to tread carefully in 2020.

After the strong end to 2019 where the 'Boris bounce' led the FTSE All-Share up roughly 6% in December alone, the start of 2020 has found markets in a more cautious mood.

Investors in the UK housebuilding sector have enjoyed exceptional returns since the Global Financial Crisis and 2019 was no different, with average total returns including dividends of 53%.

For investors in the UK infrastructure sector, the outcome of the General Election has provided an element of relief.

New year, new start for former Kames Capital manager

IA Technology and Telecommunications takes top spot