Dovish shift in Fed policy as economic data deteriorates
Central bank's U-turn should be welcomed
Beginning of trade wars could trigger a strong headwind
Several caveats to Bank of England's hawkish stance
Central banks in tight position in case of downturn
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
Brexit and US-China tensions still to deal with
Mexican President setting tone for country's corporate sector
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.
Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
US/China and Brexit behind selected calls
Value areas may catch up on market pivot
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
More thought and selectivity required from investors
Could 'easily prove fatal'
Started in October 2017
Challenging times as QE era comes to an end
Shares in main markets 'remain good value'
What made the headlines in the sector over the past 12 months?
'This time may be different': Investors urged not to ignore warning signs from 'gut-churning' market sell-off
Concerns raised over Fed tightening and US market slump
Avoiding mis-timed rate hike
Trade war tensions a distraction