As we head towards the end of a sharply contrasting year in terms of market performance, UK-based investors with pound sterling assets and liabilities are faced with a number of material risks.
It is not all doom and gloom, however. Far from it. For the savvy investor, these risks hold the seeds of opportunity. Investing in UK-related assets at this time requires both detailed fundamental research and the ability to withstand mark-to-market volatility. That much is a given. Nonetheless, parts of the sterling bond markets are already offering attractive rewards for a given level of risk and should not be ignored. I have categorised them into three ‘Bs': Balance sheets The unprecedented post-financial crisis central bank intervention is coming to an end, albei...
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