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What is risk? This is a question I constantly pose to myself when trying to assess how best to allocate capital within the fixed income space.

The world is getting ready for the immense impact of 5G technology.

Healthcare stocks served as powerful painkillers during last year’s market declines; while the MSCI World index fell by 8.7%, healthcare stocks grew 4.8%.

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

European equity markets have struggled to perform since the start of 2018 owing to the relaunch of trade wars by US President Trump, coupled with uncertainty surrounding Brexit.

The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.

Brexit discount means strong stocks are cheap

Valuations across the bond market are looking expensive. The relationship between duration and yield is stretched to the extreme.

Despite a recent sell-off, $17trn in global bonds trade with a negative yield.

Market data is pointing towards a general increase in expectations of a recession in the next 12 to 18 months.