A cursory glance through global news headlines might suggest the proverbial 'wall of worry', that markets are prone to climb, might not be short of a few bricks.
The biggest news stories over the summer months
Fall in number from first quarter
Lucy Macdonald, manager of the Brunner investment trust, takes a closer look at the prospects for global equity markets.
The rise of semiconductors
It is clear to many market participants that focusing attention solely on traditional company-specific data such as standard ratios and financial outputs is no longer adequate.
While much concern around European political risks has abated, there is still considerable geopolitical stress across global markets