Federal Reserve

Many investors are tempted by tactical asset allocation - the practice of shifting a portfolio's weighting as the outlook chops and changes.

Dovish tightening cycle

Data 'undershoots expectations'

Boost from tax reforms

Central bank policy a risk

Globalisation has come a long way fast, and many of the factors driving local inflation are now global in nature. But where will they go from here?

Amid record short positions

This year has once again been one where bullish bond investors have been a little smug.

By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.

First UK rate rise in decade this month