19th March 2019

2019 has so far been very positive for risk assets, despite a backdrop of slowing global growth. Much of this has been driven by heightened market expectations of a renewed global stimulus drive.

We explain why we do not believe this will be forthcoming and examine some of the longer term factors impacting global growth.

Click to read our Global Macro Update

For more information please contact Rubrics Asset Management. info@rubricsam.com.