Please note: this article is more than one year old. The views of our CIO team may have changed since it was published, and the data on which it was based may have been revised.
Financial markets look more buoyant than in the closing weeks of 2018. High levels of market volatility have been tamed by central bank moderation, with equity indices having had a roaring start of the year. However, looking beyond immediate market sentiment, how much has really changed?
In our latest CIO Insights publication we update our six key investment themes for this year in light of economic and market developments so far in 2019. They can be summarised as follows: