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Digital Subscriptions > Portfolio Adviser > May 2017 > FIVE KEY THEMES

FIVE KEY THEMES

Brexit Britain

The UK is in suspended animation. At some point, it will be vulnerable to a shock. We remain cautious as there is a lot of uncertainty. Reflation and a drop in business investment are the big unknowns for the UK in 2017. It could come unstuck but doesn’t look good on a risk/ reward basis at the moment.

Volatile year

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About Portfolio Adviser

This month we ask could inflation return to 1970s levels? We also assess the future success of the IA’s new Volatility Manager sector, and find out why everybody is wrong about China.
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