UK GDP grew by 0.6% in the three months to July, up from 0.4% in Q2 and beating analysts' expectations of 0.5%, as retail sales were boosted by the hot weather and England reaching the semi-finals of the World Cup.
According to the Office for National Statistics, services saw the strongest area of growth with the industry growing 0.6%, boosting overall growth to its highest level since August 2017. Furthermore,...
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.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.