Annual revenue growth to halve by 2021
But 'unpredictablility of Brexit' remains a major downside risk
Slater Investments' Mark Slater said he is being forced to run an increasingly concentrated portfolio as the number of suitable growth companies declines.
The investment approach of five managers
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
Trust reduces equity and sterling exposure
The implications of the surprise leave result in the EU referendum continues to reverberate around the markets. The leave campaign's assertion that there will be no economic disruption from a Brexit is being tested.