Clouds of Brexit and trade wars still hang over investors
Equity markets are being driven by the fact that bond yields have collapsed.
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
Follows UK investors' heavy weighting towards UK assets
Political risks front and centre of economist's speech
Having spoken to numerous market participants, we discern a number of areas of current concern.
Investors are often drawn toward the 'next big thing' and the allure of rapid growth that comes along with it.
Current affairs, not debt, could be the main trigger