Share price over-valuation creates shorting opportunities in UK
Consumer cyclicals are being shorted as a result of uncertain outlook
Recent events have opened up opportunities for UK long/short managers in stocks reacting both to global macro-economic news and micro- economic factors more specific to individual stocks.
Peter Wilton, deputy fund manager on Threadneedle's Crescendo UK Hedge Fund, says market movements have led him to increase the gross position on the £250m fund to around 85%.
'There are quite a few shorts that
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