Equities already entered a bear market
A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
Markets no longer listening to central banks 'crying wolf'
Stance remains Brexit should be avoided
Dependent on inflation expectations
Was it hopes disappointed, or simply more of the same? Or both? 2015 continued to be characterised by what is widely perceived as 'dull world growth', writes Cazenove Capital CIO Richard Jeffrey.