Despite accommodative central banks globally, the current market presents a tricky environment for investors.
Volatility is likely to remain elevated until we have better visibility on key market developments, notably trade tariffs and the impact on global growth. But this is not necessarily a bad thing. With asset price volatility comes opportunity potential for investors to generate alpha, as long as investing is based on fundamentally researched views, without falling into the trap of trading off each price move or every 'tweet' for that matter. Orbis's Lynn: The contrarian bond view earning a 16% yield In this sense, Iceland is a compelling opportunity from a rates and FX perspective ...
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