US

Brent crude climbed above $56 a barrel

Analysing ‘noise’ largely pointless

Third rate rise since December 2015

Targeted Absolute Return remains a bestseller

Fearful of trade war

Does not want to 'wait to long' on rates

Worries over cyber security

Don’t confuse GDP growth with stockmarket opportunities

Protectionist policies 'need to be taken seriously'

Political environment remains unpredictable