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Welcome to our 2018
Mid-year Investment Views

2018: Mid-year Investment views

As we move into the second half of 2018, our fund managers discuss what the remainder of 2018 has in store for UK investors and how they’re approaching the risks and opportunities facing markets.



Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Download the transcript

 



Risks (part 1)

If bond yields move higher, is this the first domino to go?

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Risks (part 2)

Are we in the most hated bull market of all time?

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Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

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Important information

Issued by Investec Asset Management, issued July 2018.