Summary: Market volatility appears to be heading lower, which is normally a bullish signal. A Greek exit from the eurozone is seen as a low probability, the global economy is continuing to improve and there are few headwinds. From a corporate perspective, a number of factors are earnings positive.
Key take-out: We should expect both property and equities to boom. The worst case scenario is that stocks temporarily cheapen on the back of Fed rate hikes.
Key beneficiaries: General investors. Category: Shares.