We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.

US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.

While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.

Last month the US yield curve inverted, with the yield on 10-year Treasury bonds dipping beneath the yield on 3-month Treasury bills.

World Stars Global Equity seeks quality and value

Co-manager of several high yield bond funds

Honouring the inspiring achievements of women

How companies can cut plastic pollution

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