• Inflated expectations - Concerns that inflation is about to take off appear unjustified
• Trade wars - US tariffs could end up biting the hand that feeds the consumer
• Portfolio ‘protectionism’ - How diversification in multi asset portfolios can help returns through all conditions. Using alternatives to generate uncorrelated returns
• Good value or value trap?- Rathbones believe UK equities look attractive across various valuation measures
This review also includes an overview from Julian Chillingworth, Chief Investment Officer and a summary of the key trends across financial markets.
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