Election threat to global markets
US in latter stages of the economic and market cycle
For much of 2015, and the early part of 2016, I only had to check the direction of the oil price and the Shanghai Composite to work out how good - or bad - the day ahead would be.
Less than 12 months ago, the idea of President Donald Trump was laughable. But in a reversal of fortunes that no-one foresaw, Trump was declared as the presumptive nominee for the Republicans earlier this month, having won more votes than both his nearest...
'Disappointing' seems to be the most common epithet attached to the word 'growth'. This is as true for the US as it is many other developed and developing economies.
In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.
Next month, the European Central Bank (ECB) will begin buying European investment grade corporate bonds as part of its quantitative easing economic stimulus programme, writes Charles Schwab director Collin Martin.
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Jon Curran, senior vice president credit at Standard Life Investments, explains why with a corporate leverage risk looming, picking the right bonds has become paramount in today's low yield environment