Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
Latest news and analysis
Fixed income manager takes a more cautious approach
Dovish shift in Fed policy as economic data deteriorates
Current US economic expansion now 121 consecutive months
Bone fide free trade has already disappeared
Cutting costs - and political legacies - dominating the US
'Markets will need to get used to this'
Central banks in tight position in case of downturn
Fed moves, polarised politics and a "tech cold war"
'This looks and feels like a bubble'
Experts fear 'tit-for-tat tariffs' could spark financial slump
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
China-US tensions escalate again
Impact of political turmoil and Brexit
Equity markets everywhere look 'reasonably placed'
US/China and Brexit behind selected calls
Trade relations could impact the world for years
Economic surplurses also pose risks
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
Plenty of 'outstanding' investment opportunities to be found in US stockmarket
Analysts remain cautiously optimistic