In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.
Gold and silver investors have faced a relentless headwind of hawkish forward guidance from the US Federal Reserve for around six years.
The European Central Bank (ECB) has been much more dovish this year as macroeconomic conditions in the eurozone have quickly deteriorated.
Investors are often drawn toward the 'next big thing' and the allure of rapid growth that comes along with it.
Attractive dividend yields
The recent drop of the 10-year German bund yield into negative territory has left many bond investors scratching their heads.
Credit fundamentals are stable
Attractively valued opportunities for investors
Growth in the eurozone is slowing to stall-speed. The most recent raft of indicators point to weak manufacturing activity, with German data at lows last seen in 2009.
The constant requirements for progressive digitisation are presenting great opportunities for IT-focused businesses.
For years, political risk has been a feature in European markets.
The US dollar is close to peaking and the risks now seem to be on the downside.
Growth could be unimpeded by trade tensions
MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.
Equity markets had a tough time in 2018. Value stocks were particularly hard hit and the style saw one of the longest periods of underperformance relative to growth in recent years.
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
The growth of BBB credit since the Global Financial Crisis has received a lot of attention.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
At the start of 2019 there were three main reasons to be bearish.
When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.