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Poor politics containing bond market risks?
As September and Q3/2018 drew to a close, investors enjoyed a second consecutive week of positive returns, ending the period not only with positive returns overall, but also in an uptrend.

End of an era for the Fed
The era of unprecedented monetary easing has ended not with a bang but with a whimper. That is, in the US at least.

Tariffs mitigation – the world’s reaction to America First
As you would expect in our weekly investment meeting, we have spent quite a lot of time discussing the changes to the global trading environment since Donald Trump became President.

Are Emerging Markets reaching an inflection point?
To say Emerging Markets (EM) have had a disappointing 2018 is an understatement. Year-to-date, EM equities (MSCI EM Index in £-Sterling) are down –4.2%, while US equities have enjoyed double digit gains.

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