Explaining the strength of the dollar
Some Asian markets up
Four-part Big Question special
Focus on Europe
High debt levels
We meet management teams from companies across Europe and they continue to report a positive trading environment.
Navigating a volatile market
Five major economies
An 'ongoing reform effort' in China
In client meetings, it is usual to be asked about what we are worried about.
The US administration appears to be targeting export-oriented entities out of China.
Threats from Trump
Central banks and multi-asset in the spotlight
Mixed emerging market bag
Follows Mobius and Hardenberg departures
'Perfect storm of threats'
Global economy losing momentum as policy risks rise
UK equities saw the biggest fall
'He has done more than people expected'
Could we experience a trade war at the same time as a recession?
President Donald Trump's trade policies could backfire and instead spur China's drive toward technological self-sufficiency, writes Cazenove Capital's Janet Mui.
Concern over central bank actions
US large cap ETFs see outflows