Feature

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

Markets have reacted with increased volatility

For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.

Wage pressures increasing

Rising inflation a risk

UK equities remain out of favour with global investors and there are, without question, companies that face challenging trading conditions.

PARTNER INSIGHT: PIMCO explains how the US mortgage market could provide opportunities for active managers as we enter a new period of potentially higher volatility

Highlights of group's 2018 Analyst Survey

Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.

Focus on Asia income