In the fifth part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers: with an election looming and record low inflation, how attractive are home grown investments?
UK investors like to invest in the UK, the home bias. But the country offers a very mixed picture at the start of 2015. Inflation has just halved to 0.5% - the lowest ever recorded. The drop, largely linked to lower oil prices, means wages will go further which should stimulate the economy. But depressed oil prices will hit UK indices - both the FTSE All Share and the FTSE 100 are heavily exposed to energy companies. Not forgetting the uncertainty caused by of a looming General Election looks set to impact on an already weaker (against the dollar) sterling. Multi-managers - who ...
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