Tax cuts to benefit US small caps
'Geopolitics finally has some risk premia'
Potential for significant losses in parts of the market
Voted against 37 board chairs in 2017 on poor diversity
2017 was a bad year to invest in a new structured product. In an ideal world (where volatility is high and markets have fallen), new structured products can deliver higher potential returns and lower market entry points.
Fears over Trump Amazon tweet and trade war
Dow Jones sees third largest gain in history
Likely to benefit domestically-orientated companies
Structural shift in sector weightings
Global sell-off continues
€12bn inflows last week
Fears over aggressive rate hikes
Improved receptiveness to shareholders
Donates proceeds to charity
Markets driven by sentiment rather than fundamentals
Despite remaining expensive
How long can performance last?
Entering 2017, we expected a stockmarket 'melt-up' to the 2,550-2,600 level on the S&P 500 - a move we thought might run into trouble by late summer.
Follows previous criticism
Buoyed by Trump's tax promises
Investors unwilling to reduce exposure
Gold slumps and treasury yields soar