Jupiter duo warn of 'disruptive events' in next 12 months

While the managers retain their bullish outlook on their favoured sectors, such as UK banks, Davies pointed to the September referendum on Scottish independence, the 2015 general election, and the prospect of a base rate rise as issues to watch. "There are three substantial disruptive events coming in the next twelve months," Davies said. "Above all, you have to take a view of political risk. If you have a relaxed view on that then equities look decent value," added McVeigh (pictured). > Read: Invesco Perpetual's Read clashes with Woodford over UK rate rise <   Davies described t...