Global bond yields continue to crash through zero
'Massive dispersions' between equity market returns
Equity markets are being driven by the fact that bond yields have collapsed.
Opportunities in domestically oriented stocks
The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.
Demand for asset class will likely increase
The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
Avoiding freezing of US-China ties
US 10-year Treasury yields hit seven-year high
Concern over impact QE ending and low yields