Three stocks to build a better portfolio

Professional investor James Illsley picks three UK stocks that should benefit as money goes into infrastructure and construction picks up.

Each week, aprofessional investor tells us where he'd put his money. This week:James Illsley of the JPM UK Equity Core Fund.

The UK economy has been ticking along far better than most people had expected this year, which has helped support the domestic stocks in the UK equity market, while the weakness in sterling has benefited the many international earners in the FTSE 100. Investors will probably benefit from being agile as we go through the process of leaving the European Union, as there will be opportunities when the market bifurcates into those companies that will benefit from Brexit and those that will face headwinds.

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James Illsley manages the JPM UK Equity Core Fund.