Equities
Investors still clinging to their US ‘security blankets’
Despite data showing an outflow of £1.6bn from US equities in Q1
Is the dividend drought over?
Investors may have to wait until 2025 for a return to pre-pandemic levels
China bounce-back tempered by curbs to tech heavyweights
Strong Q1 figures belie significant stock market corrections and less fiscally accommodative government policy
Covid no longer biggest stock market threat
As more managers expect a ‘V’ shaped recovery
What is driving the reflationary spike?
And which assets will be most affected?