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The UK has been viewed as dismal by investors since the EU referendum in June 2016 and recent political turmoil over the exit deal has only exacerbated negative sentiment.
In October alone, UK equities suffered £214m outflows and retail investors pulled £1.6bn from the UK funds industry across all asset classes, according to the latest Investment Association statistics.
Click through the slides above to find out how five portfolio managers are positioning their portfolios heading into 2019.
Middleton has spent the last four years working in the US
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
The Monetary Policy Committee voted 8-1 in favour of a 25 basis-point cut to 4.75%
Adopting a single manager approach on the £14.3bn fund range is ‘the most appropriate strategy going forward’
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
