fund manager views

There are many ways to look at the UK economy to get a gauge of its health, writes Architas's Nathan Sweeney, including the most notable employment, GDP and inflation figures.

Investors unconvinced

Advance from 2009 lows

Serious hit between 2007 to 2009

Negative rates a concern for banking sector

Correlations at elevated levels

Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs - into bear market territory.

The first quarter of 2016 saw a significant correction give way to a sustained rally as the situation in emerging markets and commodities moved from being intractable to seemingly containable, writes Man GLG's Henry Dixon.

Recent market commentary has raised concerns around crowded trades that could adversely affect smart beta strategies, writes Gaurav Mallik, global head of equity strategies at State Street Global Advisors.

European and Japanese equities failed to rise after central bank action