Sector & Equity Compass Racing Ahead

The market is racing ahead, with global market equities returning 8% in Q1 thanks to gains across developed markets and most emerging markets. The ‘party’ that we spoke of in the Q1 Sector & Equity Compass has continued, invited more guests, and is still demonstrating low volatility. However, risks and opportunities remain as the US presidential race gets underway and the outcome is hard to predict.