Didier Saint-Georges, managing director at Carmignac, has warned investors need to prepare for three "crucial consequences" of central banks' quantitative tightening; greater volatility, rising bond yields and the impact on EM countries reliant on the US dollar.
Even for motivated investors, the ins and outs of central bank policy do not exactly make for thrilling reading in the summer heat. The impact on sentiment of politicians' outlandish escapades - on...
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.