Macro drivers have had a major impact on the UK equity market during 2016. Sector and stock performance has diverged wildly in response to sharp moves in bond yields and currencies. These influences have tended to favour share prices of the UK's largest...
In recent months bond bears have been reinvigorated, and market commentary suggesting the "end of the bond (bull) market is near" has become commonplace. We think these comments are premature.
The video captured Sheldon MacDonald, Architas Deputy CIO discussing how global markets reacted in the hours following the US election result.
Craig Inches, Head of Short Rates and Cash