The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
Partner Insight: UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.
One more in 2018
'Three cycles are colliding'
Cash levels reduced
Eight-week high against US dollar
Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.
It has been well documented how momentum and growth investing have outperformed value as an investment style for most of the past decade.
'Bull markets do not die of old age': Managers confident record US equity run still has legs despite threats
Set the record on 22 August
On back of plummeting currency
How have they performed this summer?
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Helped by rising oil price
In client meetings, it is usual to be asked about what we are worried about.
Raised by 25 basis points to 0.75%
91% chance of a rate rise
Contagion risk with US and China trade war
2 August meeting
Global economy losing momentum as policy risks rise
Upward pressure from motor fuels
Investment Conundrums: Fiera Capital's CIO François Bourdon on why the next decade will be make or break for eurozone
'Protectionist wave' big risk
'Keep a cool head'