Compass May 2014

Compass May 2014

  • 20/05/2014

The global economy has had an uncertain start to the year, but we are putting these difficulties down to growing pains or mid-cycle blues. In most developed markets, there are still few signs of the private sector excesses that might warrant a recession. We still favour stocks tactically and strategically. But it’s not the easy call it was.

Macro update: UK Groundhog Day?
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