Financial markets have made a pleasing start to the year, driven by expectations of stronger global growth and reflation, writes Noland Carter, CIO of Heartwood Investment Management.
Overall, this has been an environment friendly for equities and relatively benign for bonds. A softer US dollar has also reduced headwinds for emerging market assets and their resilient performance...
A question of selectivity
'Impress on senior management the importance of diversity’
Will assess regulation
Market anticipates a May hike
Aimed at investors 'willing to accept' greater risk