Global economic cycle is among the longest in history
Several caveats to Bank of England's hawkish stance
Political and structural changes abound
Rise need not be Brexit-dependent
Will focus on emerging markets fixed income
QE could be back soon
Trade, inflation, slow growth and yield curve to blame
Inflation above 2% for first this this year
Market correction becoming more inevitable
Equity markets everywhere look 'reasonably placed'
The Top Down: Neptune's James Dowey on the 'one issue more important than Brexit' for asset managers
In this month's edition of The Top Down, Jayna Rana and Mike Sheen talk to James Dowey, CIO and chief economist at Neptune Investment Management.
Credit fundamentals are stable
Growth in the eurozone is slowing to stall-speed. The most recent raft of indicators point to weak manufacturing activity, with German data at lows last seen in 2009.
Spotlight on central banks
Economic surplurses also pose risks
Interest rate outlook unchaged
Optimism ahead of 29 March exit date
Favourable rate environment
Could 'easily prove fatal'
Metal staged a comeback in Q4 2018
Change in tone since start of year