Sector report: Absolute Return - The case-by-case sector

Equity markets are in general following a long-term uptrend but, recently, they have become a lot more volatile as a result of concerns over the ending of quantitative easing in the US. However, what has acted as counterweight is the Bank of Japan (BoJ). The BoJ has now taken up the reins from the US and the ECB may not be far behind. Geopolitical tensions in the Ukraine and the Middle East are not helping sentiment either, and in many parts of the world elections are looming, most notably here in the UK. With all this uncertainty, markets have started to exhibit greater volatility...