2017 has started with a sharp run up in UK equities…
Clearly the stresses of 2016 caused people to spend more over Christmas, there have been plenty of positive trading updates, W.Morrison, Debenhams, Marks & Spencer.
Sterling has resumed its downtrend against major currencies boosting overseas earnings and valuations of London’s blue chips.
Index levels are elevated so it is more of a challenge finding things at good prices.
The first part of our top 2017 recommendations consist of companies exposed to established growth trends.