FE Trustnet
NOT EU AGAIN!
Issue 48 / February 2019
magazine
Yet another Brexit issue
THERE WILL BE BLOOD
The contrarian play right
under your nose
PROJECT FEAR
The biggest non-Brexit
threats to investors
YESTERDAY’S PAPER
Is UK equity income on
borrowed time?
Fund, Pension, Trust / Sector Profile / Stockpicker / What I Bought Last
ISSUE 48
Editor’s letter
T
his is our third
and, we hope,
final issue
devoted to Brexit.
Cherry Reynard kicks
this theme off by
finding out how to
prepare every area of
your finances for the
worst possible outcome
and Daniel Lanyon
looks at the contrarian
opportunities in the
UK market.
Meanwhile, I
consider five risks that
pose a bigger threat
to your portfolio than
Brexit and, sticking
with problems at
home, Adam Lewis
asks if the concentrated
IT UK Equity Income
sector is ready for a
changing world.
In our regular
columns, John Blowers
finds out what funds
have been added to
every platform’s buy list, Daniel Adams
reveals which fund he
is using to balance the
value exposure across
Psigma’s portfolios
and, finally, Interactive
Investor’s Richard
Hunter can’t resist
getting in on the act, as
he picks three stocks likely to be given a
sudden reappraisal
should Brexit turn out
better than expected.
Enjoy reading,
find themselves under the
spotlight this month The A-list What I bought last
P. 46-53 P. 56-57
Anthony Luzio
Editor
CREDITS
FE TRUSTNET MAGAZINE
(FORMERLY INVESTAZINE)
IS PUBLISHED BY THE TEAM
BEHIND FE TRUSTNET IN
SOHO, LONDON
Contents
38
P. 32-37
WEBSITE: www.trustnet.com
EMAIL: editorial@financialex-
press.net
Yesterday’s paper
CONTACTS:
Anthony Luzio
Editor
T: 0207 534 7652
Javier Otero
Art direction & design
W: www.feedingcrows.co.uk
Amanda Williams
Head of FE Trustnet
T: 0207 534 7650
Editorial
Gary Jackson
Editor (FE Trustnet)
T: 0207 534 7680
Rob Langston
News editor
T: 0207 534 7696
Sales
Richard Fletcher
Head of publishing sales
T: 0207 534 7662
Richard Casemore
Account manager
T: 0207 534 7669
Constance Candler
Account manager
T: 0207 534 7668
Photos supplied by iStock
Cover illustration: Javier Otero
Not EU again!
Cherry Reynard finds out how
to prepare every area of your
finances for the worst-case
Brexit scenario
P. 4-11
Invest in progress
Banking on diversification
Bankers Investment Trust’s
Alex Crooke explains how
his team approaches the
complexities of global stock
markets
P. 20-23
Scottish Mortgage’s James
Anderson and Tom Slater
believe rapid progress in key
industries has created exciting
new businesses Project Fear
There will be blood Fund, pension, trust
P. 12-15
Daniel Lanyon says contrarian
investors waiting for a full-
blown Brexit disaster could be
leaving it too late
P. 16-19
Trusts in the IT UK Equity
Income sector are unrivalled
for high and growing
dividends – but, asks Adam
Lewis, are they ready for a
changing world?
P. 38-43
Data hub
Crunching the biggest trends
down into figures
P. 44-45
Anthony Luzio looks at five
risks that pose a bigger threat
to investors’ portfolios than
Brexit
P. 24-31
TB Amati UK Smaller
Companies, Standard Life
Investments UK Equity
Income Unconstrained and
Henderson Far East Income
24
In the first of a two-part
special, John Blowers finds out
which funds appear on every
investment platform’s buy-list
Daniel Adams reveals which
fund he is using to balance
the value exposure across
Psigma’s portfolios
Kissing the frogs
Interactive Investor’s Richard
Hunter names three UK stocks
likely to be given a reappraisal
should Brexit turn out better
than expected
P. 54-55
46