Lucy Macdonald
Lucy Macdonald
gradually markets move potential quite upwards
There's still potential for the markets to gradually move upwards over the year, and M&A can help. There is quite a lot of institutional demand. Equities are still not particularly expensive.
area bit consumer dependent potential sector seeing tech
We're seeing a little bit more cautiousness. So much of the tech sector is dependent on the consumer and that's an area of potential weakness.
earnings expensive oil running
We're still running with oil stocks. They still are being supported. They haven't become much more expensive because earnings are going up with them.