While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
How have consumer habits changed since the 1800s?
Political risks and High Street changes
Lloyds share rise on results
Next year's general election set to dominate market discussion
Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.