UK Growth

Improved business investment

While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.

A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.

When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.

UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.

Brexit continues to dominate the headlines, with the overall prognosis no clearer.

We are all tired of talking about backstops and customs unions and voting blocs, but Brexit chat still manages to get centre stage to the exclusion of all else.

While our politicians, the media and many investors have their attention fixated on the Brexit negotiations, UK management teams have been getting on with the day job - and deal-making is on the agenda.

Ongoing uncertainty

Brexit and general election risk