PARTNER INSIGHT: Markets entered 2018 with the wind at their back: investors saw double-digit equity returns, strong momentum and expectations that the synchronised global growth and corporate earnings recovery would continue. However, as recent volatility...
Higher confidence and greater opportunity
Rise in anti-globalisation sentiment
Investors have long had a love/hate relationship with technology stocks - and for good reason.
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.