economy

Industry Voice: As a contrarian, the unrelenting negativity that investors are demonstrating towards UK equities is making me feel more and more positive on their prospects for 2019. It might be counterintuitive to think that the UK market could be among...

IW readers give their views

Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...

MFS Investment Management's Pilar Gomez Bravo

M&G's Johan Du Preez

Pictet Asset Management's Tomás Pinto

Wells Fargo's Garth Nisbet

Three key areas of concern

Robin Geffen, CEO at Neptune Investment Management and lead manager on the £200m Neptune Income fund, has been steering the portfolio away from domestically-focused stocks, as he believes the UK economy is "weak and getting weaker".

Framework by New City Initiative