Manager of the Insight Inflation Linked Corporate Bond fund
If you backed eurozone equities in the first half of 2017, well done you.
'Global investment has never felt less risky'
Global economic growth strongest since the start of 2014
Trump became President, tech stocks soared
Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
The outlook for US equities is a highly contested point between market participants today, with even Janet Yellen joining the fray saying: "Forward price-to-earnings ratios for equities have increased to a level well above their median of the past three...
Investors waiting on sidelines