fund manager views

QT a big risk

Rising rates a risk

Untainted by Brexit

2018 was a difficult period for the Japanese equity market.

Finished substantially ahead for 2018

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.

Brexit and general election risk

Gilt yields set to rise

As has been reported many times, this business cycle has continued for a long time.

In 2018, the world economy entered unfamiliar territory.