The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.
Brexit and general election risk
Based on predicted performance for the year
As has been reported many times, this business cycle has continued for a long time.
In 2018, the world economy entered unfamiliar territory.
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
Cybersecurity threats are becoming increasingly sophisticated, funded, and orchestrated. As recent data breaches illustrate, there is much more at stake for companies and governments from a liability, reputational and operational standpoint. Such breaches...
UK equities continue to be buffeted by the Brexit debate, with this coming on top of a global risk-off trade sparked by rising rates in the US, the US-China trade war and other idiosyncratic events.
The challenges facing the UK economy are clear. Brexit uncertainty is affecting business and consumer confidence, while also contributing to a difficult political backdrop.