political risk

Interview at Investment Week Conference 2019

Political risk and volatile markets still affect choices

Technology and politics among key themes

Central banks in tight position in case of downturn

Equity markets are being driven by the fact that bond yields have collapsed.

It says something about the challenges the UK market faces when Brexit is not the biggest risk investors fear.

Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.

Brexit and US-China tensions still to deal with

Equity funds see continued outflows

Growing interest in ESG investing