Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.
We think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year.
Although third quarter GDP data was strong, the UK economy flat-lined in August and September. We expect a very weak end to 2018.
Brexit, Trump and European elections all had the potential to cause chaos in the stockmarket. Yet investors have remained calm. What next?
Prime Minister Theresa May’s surprise announcement that there will be an election on 8 June has been cheered by investors. The economy is on the verge of slowing, making holding the election more urgent for the government.