economy

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

More risks in UK than Europe