Spotlight on central banks
Current affairs, not debt, could be the main trigger
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
At the start of 2019 there were three main reasons to be bearish.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
Dovish Fed contributing to forecast
However contagion risk is limited
Focus on digital disruption
Fund manager interview with the UK fixed income head
Bear markets more common than investors think