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High valuations indicate investors should look beyond tech and consumer stocks
Given current low expectations, there are opportunities for investors
Investors braced for long-awaited resolution to EU-UK negotiations on their future ties
Investors will be smarting if withdrawal of stimulus knocks all assets at the same time
Virus-induced deflation will soon fade, favouring stocks and inflation-linked bonds
Get set for a reorientation, and perhaps an extension, of asset purchase programmes
Beware the impact of spending pledges from across the UK’s political spectrum
A co-ordinated fiscal and monetary response may be the best fit but with unpredictable consequences
Monetary authorities are unable to counter the potential fallout from economic shocks
A lot needs to go right for equity markets to extend their rebound this year
Portfolios can be tweaked to improve resilience but no single strategy will work
Defensive sectors such as consumer staples a better path than jumping out of equities completely
Bond market still underestimates danger posed by political developments in the west
Mounting pressure to join the labour force will bolster corporate earnings
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