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...
The US dollar is close to peaking and the risks now seem to be on the downside.
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