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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

Political concerns remain

Difficult trading environment

The micro-cap sector is often deemed synonymous with higher risk: that the smaller the company, the greater the associated risk warnings.

Focus on consumer discretionary

Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.

2017 was a bad year to invest in a new structured product. In an ideal world (where volatility is high and markets have fallen), new structured products can deliver higher potential returns and lower market entry points.