- Bank of England reassurances over inflation are worth little. We expect further rises in bond yields.
- Economic news remains supportive of global equities and we are adding to our international exposure.
- UK equities are expensive and company earnings expectations are faltering. We are underweight UK.
- The risks from China and the Middle East are receding – for the moment.
Prospect Wealth Management brings the highest standards of professional investment management to the individual investor, charities and trusts.