Following strong performance in 2017, European markets retreated in 2018 – a sell-off that was markedly similar to the 2015-16 downturn, when industrials, miners, banks, commodities and emerging markets plummeted by 30% or more
Pioneers of peer-to-peer economies such as Uber and Airbnb are changing consumer behaviours and disrupting industries from travel to finance. There will be winners and losers
Both the US and the UK moved fast to clean up bank balance sheets – Europe, however, delayed and so will face the next downturn from a weaker position
Private sector efficiency can result in a good deal for both the public and investors
Immediately following the EU referendum, financial markets downgraded medium-term growth expectations for the UK. Sterling weakened, long-dated government bond yields fell, and UK equity assets fell relative to international equities. Two-and-a- half years on we can see that this weakness has not unwound.