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After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
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