We ask fund managers for their predictions for the next year.
UK small caps Anthony Cross, manager, Liontrust UK Smaller Equities fund We are expecting a lot of macro volatility, but underneath it all we think there are still some very exciting stock ideas to be had. The way to make money next year is to get into companies which continue to deliver or ones where people have been overly pessimistic for the last 12 months. Capita, for example, has been in the doldrums but we would be much more optimistic about it. Government cuts have pushed its price down but we think, on the 12-month view, it is a very strong business with very high recurring in...
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