A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.
In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.
A look back on markets in January, when equities received a lift from signals that the US Federal Reserve would be more patient with interest rate increases.
Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.