Equities

The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.

European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.

The US administration appears to be targeting export-oriented entities out of China.

Commitment from government

Six new entrants

Accelerating share buy back programme

Concerns about negotiators

Pricing in climate change to business practice

Four funds in total

Absolute return focus