Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.
The U-turn by the Fed was enough to reignite broad optimism. If a recession is avoided, and interest rates are guaranteed to remain low, then this is enough of a Goldilocks scenario to justify that...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain