Having spoken to numerous market participants, we discern a number of areas of current concern.
Market correction becoming more inevitable
'Boring' investors pay off in the long run
Which countries will perform well?
Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
Impact of political turmoil and Brexit
Preparing for the worst despite upbeat sentiment
Managers spooked over prospect of Corbyn premiership
Brexit and currency weakness key factors
Polls kick off on 11 April
US/China and Brexit behind selected calls
Trade relations could impact the world for years
Will anti-establishment parties make gains in the polls?
For years, political risk has been a feature in European markets.
What does it take to stand out from the crowd?
Political risks and High Street changes
How to create order amid a seemingly disorderly exit
No-deal Brexit could mean strategy change
When we look back at 2018, the market made several mistakes.
Managers voice concerns over lack of clarity
Trade truce stalling tactic not peace pact
Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.
Converting £1.9bn European Special Sits fund