Will this be the year when Germany enters recession, Apple 'secures funding' for Tesla, Trump tells Powell "you're fired" and Labour sweeps to a resounding victory and names Jeremy Corbyn as prime minister sending GBP/USD to parity?
Saxo Bank has released its Ten Outrageous Predictions' for 2019. The predictions focus on a series of unlikely but underappreciated events which, if they were to occur, could send shockwaves across financial...
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.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.