Which asset classes will benefit?
Weak underlying dividend growth
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.
Brexit and currency weakness key factors
Gold and cash decline
In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.
Navigating fixed income markets in the New Year
Ahead of mid-term elections
US 10-year Treasury yields hit seven-year high
Trade war tensions a distraction
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.
Explaining the strength of the dollar
Is the best behind us?
In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
Impact on decision-making
Volatility is a healthy development
Potential US dollar impact examined
Suitable for $ investors
Expectations of a 'soft Brexit'
Strengthening dollar a risk
Political concerns remain