After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
In this edition of the Top Down, Investment Week speaks to managing director of public equities at Gresham House Ken Wotton about the sectors best set to benefit from a so-called 'Brexit bounce’.
Greystone Wealth Management is currently at its maximum underweight to North America given the historically high valuations seen in the region. Meanwhile it is rotating marginally from growth into value strategies.
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Pushing for transparency in the age of fake news
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Brexit still the overarching issue influencing voters
Emerging markets, much like developed markets, have been influenced by macroeconomic and political developments since the start of the year.