Investor sentiment soured abruptly in the final weeks of 2018. But is the market now paying too much attention to negative news?
Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.
There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.
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