Traditionally a signal of recession
'Hungry investors' coming back in
The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.
It has been a difficult year for global equities, with volatility caused by factors such as concern about trade wars leaving many of the world's stock markets in retreat.
Buying opportunities in global stocks
Household debt has fallen
The US economy is on its way to experiencing the longest growth cycle in history. The Federal Reserve has raised interest rates eight times since December 2015 in an effort to normalise monetary policy, and this has fuelled the debate about when the cycle...
De-risks in favour of US Treasuries
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Over the past few months, we have become more positive on US Treasuries.
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
'This time may be different': Investors urged not to ignore warning signs from 'gut-churning' market sell-off
Concerns raised over Fed tightening and US market slump
Economy still strong
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
Avoiding mis-timed rate hike
US 10-year Treasury yields hit seven-year high
It has been a challenging year for emerging markets (EMs).
The US Treasury market has traded within its narrowest range for 40 years.
Trade war tensions a distraction
Two scenarios outlined