Downturn risk highest in eight years
Entering a 'monetary policy arms race'
Re-escalation of trade war tensions could feed end-of-cycle concerns
China-US tensions escalate again
Peak in manufacturing margins "well behind us"
Weaker dollar and lower oil price could help investors
Shares in main markets 'remain good value'
I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...
For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.