Julian Chillingworth, chief investment officer at Rathbone Unit Trust Management, highlights five key themes which should drive markets in the second half of the year.
As ever, there are a number of major themes being played out currently, and below in his own words, Chillingworth notes there are five main events which he expects will dictate the direction of markets in the next six months. The American speculation Equities fell for the fifth consecutive week in June after the US Federal Reserve announced it will consider ‘tapering’ its asset-purchases of $85bn a month before the close of 2013. In spite of stressing the data-dependent nature of this move, investors speculated that the announcement would drive a sooner-than-expected rise in interes...
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