Negative rates a concern for banking sector

Correlations at elevated levels

We have all become rather blasé about our low savings rate culture. We know we have binged on debt and tend to sigh about the low levels of savings.

Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs - into bear market territory.

The first quarter of 2016 saw a significant correction give way to a sustained rally as the situation in emerging markets and commodities moved from being intractable to seemingly containable, writes Man GLG's Henry Dixon.

Despite a recovery from the market turmoil seen in the first six weeks of the year, investor sentiment still remains weak, writes Winterflood's Simon Elliott.

Global commodity slump also weakens outlook

Recent market commentary has raised concerns around crowded trades that could adversely affect smart beta strategies, writes Gaurav Mallik, global head of equity strategies at State Street Global Advisors.

European and Japanese equities failed to rise after central bank action

Robust investing and good business ethics