SVM

What surprises will the post-QE era hold for investors?

UK defensives have been en vogue, but are cyclical stocks - bashed by sterling strength and de-ratings - even worth a look? SVM's Neil Veitch reports.

This year's test for active managers has been the sharp sell-off in mid-cap stocks, as many managers focus on this area for stock picking.

Hugh Cuthbert, manager of SVM's Continental Europe fund, asks whether there will be a level playing field between euro and non-euro currency plays now growth is returning to Europe.

Part II: Where is the best value: Large, mid, or small caps?

SVM UK Growth

Part I: Is peripheral Europe overvalued?

Neil Veitch is rotating his SVM UK Opportunities fund from domestic to international stocks, in the view optimism around the UK recovery has peaked and left sterling looking vulnerable versus the US dollar.

THE BIG QUESTION

THE BIQ QUESTION