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Threats to the liquidity punchbowl, is the party over? Or will equities absorb the effects?

This monthly commentary gives a roundup of global markets and trends.

In this edition:

  • The fundamental backdrop for equity markets is improving, in spite of concerns around changes to Fed monetary policy and the impact on the wider market.
  • After decades of growth stocks leading the markets - principally technology, in valuation terms there are potentially more attractive opportunities within the unloved “value” areas of the markets, such as energy and industrials.
  • A diminished near-term risk of a Scottish independence referendum coupled with a favourable UK economic background has helped UK stocks outperform their global peers.

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