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
PIMCO's Sundstrom: It is the first time in my career where FX has had such a deep impact on asset selection
Underweight European equities
Currency strength 'unlikely to last'
US stocks have had a chance to finish 2017 in style, as the economic recovery that started two years earlier received an additional boost from the much-publicised breakthrough on tax reforms.
There has been an increasing amount of attention on bitcoin in recent months as its value has soared, writes Daniel Murray, global head of research at EFG Asset Management.
Gold slumps and treasury yields soar
Down against almost every major and emerging market currency year-to-date, the US dollar is having a torrid 2017 so far, writes Arif Husain, head of international fixed income at T. Rowe Price.