Whilst individual economies are at varying phases of economic revivals, August saw a continuation of the global economy’s path to normalisation. Fund Manager, Blair Campbell reviews the markets in August.
Portfolio Manager, Blair Campbell, looks at the changes taking place in the UK and where opportunities lie.
In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The sell-off across risk assets has been variously attributed to