Follows UK investors' heavy weighting towards UK assets
The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.
Political risks front and centre of economist's speech
Flurry of tie-ups expected in coming months
Ahead of June marketing campaign launch
Opportunities abound despite Brexit uncertainty
Tory MP leads calls for remove 'unnecessary regulation'
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.