Rates offer alpha opportunities, dollar at risk of depreciation
With volatility likely to persist, an active approach remains critical
Agility to offer cyclical and defensive opportunities
For smaller company investors, the stress in the US banking sector is acutely relevant given that regional banks represent a key component of the investment universe.
Credit Suisse write-down does not spell the end of this market
Brisk reopening brings quicker consumption response
In a tight risk/reward environment, stock selection will be the key driver of returns