Global economic data continues to signal a favourable macro backdrop, with the global composite purchasing managers' survey (PMI) picking up to a near three-and-a-half-year high in February.
Consensus global growth forecasts for 2018 continued to be upgraded, lifted particularly by the US due to President Trump's tax cuts and the $300bn additional spending plan. 'Fuel on the fire for market...
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.