Let Them Eat Yellow Vests; January 2019

As ever, I am joined by our CIO, Ashley Owen. This month we discuss whether a new bear market has already started, we debate whether Brexit is a sideshow and speculate that Europe’s problems may stem closer to its French heartland, we mull over why markets are falling amidst such a positive backdrop for corporate profits, and Ashley lists his four factors that accompany most asset bubbles.

We hope you enjoy!