Deep Dive into UK equities: Time to hold your nerve?

Rachel Reutter, co-manager of the JOHCM UK Opportunities fund "When the facts change, I change my mind" is a quote commonly attributed to the legendary economist John Maynard Keynes. This is sound investment advice at a time when we are experiencing events that none of us have witnessed before.  The changing ways in which consumers, companies and governments operate requires the mental agility to challenge long-held convictions. Premier Miton's Rayner: Why we have largely avoided UK equities The outlook for some sectors and companies, such as airlines or office property companies...