Having navigated fairly calm waters during 2017, market volatility has returned, with the closely followed VIX index almost doubling in the first quarter.
Global equities have fallen and the UK has been one of the weakest markets so far in 2018. The ongoing decline of UK equities against global equity markets and the yield gap between shares and UK gilts...
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.