The most obvious point is the power of mean reversion in equity market returns. Mean reversion in the bond market tends to be over multi-decade cycles, not single decades. Trends have been going on for so long that investors now see them as a permanent state of affairs
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The problem for sterling is that Brexit is not done at all
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My wife’s Swiss relatives are having to pay 1% on cash savings at the bank so their bottom drawers are packed with Gold bars.
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Commercial Property still looks good value relative to other income producing asset classes
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With yields at super-lows and spreads tight the bond market maybe feels a touch complacent.
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The temporary trade truce is good news, as is much looser US monetary policy .
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The eurozone limps along in the shadow of deflation and stagnation.
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It would take some really horrible data for rates to be cut further from here.
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The election result was greeted by at least three cheers in the City.
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Global growth is expected to be sluggish this year with a slowdown in developed economies, notably in the US, being offset by an acceleration in the emerging world.
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