Feature

UK M&A activity in Q1 strongest for a decade

When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.

The rise of big data in industrial and environmental end markets is essentially the coming together of two separate technology developments.

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