Notebook: into the unknown

James Henderson, a veteran stock picking fund manager at Janus Henderson, this week reported an exchange with one of the professional German investors who have owned his UK equity funds: "James, we are going to give you such a hard Brexit, don't even try talking to me about small and midcap UK shares". But the scepticism of overseas investors and the imminent start of Brexit negotiations has done little to hold back the impressive performance of the UK market, which this week received a strong endorsement from Neil Woodford.

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