More than half of the world's population lives in the Asia Pacific region and, within this part of the world, the largest and most powerful market in terms of economic growth is China. The country's economy is the largest in the world in purchasing power parity terms, and is home to five of Forbes' top ten largest public companies in 2018 - with the US providing the other five.
As such, any prudent investor would rightfully be concerned about the so-called ‘trade war' between the US and China, which has escalated throughout the year. When the first signs of the trade war emerged,...
Retail companies could exceed expectations
Debt has become the opioid crisis of the global economy.
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.