Global equities have delivered ample volatility, but very little return for investors so far this year.
Quality and growth stocks have outperformed, just as they did last year, driven by technology and consumer stocks. Global markets in eight minutes: Four equitymanagers on the big opportunities and risks...
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.