How is Brexit impacting the Bank of England's reaction function? For my latest thoughts, here is a clip from CNBC.
The pharmaceutical sector has made an impressive recovery from its early 2018 malaise. What's behind this?
Equities tend to rally into year end, and particularly in years with US midterm elections. While this could easily be a statistical fluke, the Asset Allocation team sees fundamental reasons to buy stocks at this point and is now moving positive on the asset class on a tactical basis.