The Conjecture panel discusses debt, contagion, and the outlook for European markets
In this week’s debate, the panel discussed the crisis facing the eurozone, the threat of contagion to the strongest economies in the region, and which sectors of the market still offer attractive opportunities...
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.