John Baron's Investment Trust Portfolio 

The UK market: the future is small

The UK market: the future is small

Markets are generally jittery and the sceptics are roaming the plains. My column last month (‘The UK market: darkest before the dawn?’, 7 September 2018) highlighted the extent to which this nervousness had affected the UK market, in part because of misplaced concerns about a possible ‘no deal’ Brexit. Good outperformance dawns relative to overseas markets. And within those overall returns, smaller companies will feature strongly as they have been unduly affected by this negative sentiment.

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