Equities

FTSE 100 deals already higher than in recent years

With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...

Number of targets

From Intelligent Investors book

Just over a month ago, volatility, as measured by the VIX index was around 26%, the highest reading since the Chinese slowdown scare of last August. The FTSE 100 was plunging, reaching its nadir of 5,500 in the morning of 11 February.

Compounding the gloomy outlook among investors is the ratcheting up of event risk. Brexit is looming largest, driving down sterling and threatening a period of sustained instability.

Number of big bets go wrong

Stronger second half

Company attitudes developing

Running a two-speed economy