Investors have shunned UK stocks ever since the country voted to leave the European Union, with more than £1.8bn flowing from the Investment Association's UK All Companies sector in 2017 alone, writes River & Mercantile's Hugh Sergeant.
One of many options being 'kicked around'
Will enable government to sell further shares
Issues in the campaign included relationship with the EU
Simon Brazier, manager of the £2bn Investec UK Alpha fund, talks to Natalie Kenway about Brexit expectations, poor sentiment towards UK equities and his key holdings at the start of 2018.
With all the focus on MiFID II and PRIIPs at the beginning of the year, it is no surprise the introduction of EU regulation PSD2 has gone largely unnoticed.
PSD2 deadline is tomorrow
Most UK investors seem to view banks as one of the riskiest sectors in the market - a view I understand but fundamentally disagree with.