The low down from Lowman: Five thoughts from the Investment Quorum CIO

1. What's next for equities? It seems a rather uncertain period at the moment. I think investors are unsure about the short-term direction for equities with some perma- bears predicting that a correction is overdue. 2. FM & EM What is interesting is that frontier and emerging markets are reacting well, with the MSCI Frontier and Emerging Market Indices up this year by around 11% & 4% respectively, which is better than many of the developed markets. 3. Central banks under pressure Clearly, investors are looking for more accommodative actions by the central banks, particularly, th...