fund manager views

Political issues remain

Pockets of value

Rise in anti-globalisation sentiment

Investors have long had a love/hate relationship with technology stocks - and for good reason.

Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.

Brent crude to remain range bound

Overheated global economic recovery a risk

'Depression-like state'

Pressure on UK equities

Stretched valuations