Peter Geikie-Cobb questions the way markets have reacted to the Coronavirus outbreak and if they were they looking for a reason to correct?
Peter Geikie-Cobb looks at the global equity market against a turbulent macroeconomic backdrop.
Peter Geikie-Cobb offers his views on some of the larger issues across the macro-economic landscape including Brexit, Trump and monetary policy.
With an ‘Armageddon’ scenario seemingly priced in to UK assets, Peter Geikie-Cobb believes this environment presents some exciting opportunities within the sector.
Peter Geikie-Cobb highlights how we have used the increased market volatility to our advantage by engaging in an active tactical allocation overlay.