While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.
Relative strength in the yen and euro have proved to be headwinds for their respective domestic stock markets. This highlights that aggregate global growth remains weak, further reinforced by the fact...
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.