One by one, investors' worries are slowly fading into the background. In particular, European equities have profited from this.
We believe the party is not yet over, corporate earnings growth is simply too good and the trend too robust, but investors will gradually have to start thinking about becoming a little less optimistic. ...
Effective as of 1 November
In this week's inflation print, the UK hit a highpoint. According to the Office for National Statistics, the UK's CPI rate hit 3% - a level not seen in more than 5 years. And it's not just the UK - globally inflation has been creeping up.
Five new entrants to the table
Asset management taskforce set up