There is something worrying me about the market at the moment: no one seems to worry to the same extent as me.
The way the market seems to be perceiving risks appears out of kilter with what might easily transpire. True, there is some concern about an impending global trade war, but it appears limited, as if many...
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.