Views on US equities seem to neatly fall into two camps.
Effects of low-interest rate environment
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Global equity markets' abrupt sell-off, a fortnight ago now, emphasised equity markets' fragility in the latter stages of a mature economic cycle.
Downturn risk highest in eight years
Entering a 'monetary policy arms race'
The most resilient companies examined
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Global bond yields continue to crash through zero
Bond bears thought their time had come in 2018.
Trade tensions with US dragging growth
Taking stock of the world's currencies
Global economic cycle is among the longest in history
Perhaps surprisingly, Europe was the second best-performing regional stockmarket in the world in the first half of 2019.
In times of uncertainty and geopolitical tensions, corporate bonds with an investment grade rating are commonly considered as the new safe havens.
The one trade to watch out for
Dovish shift in Fed policy as economic data deteriorates
Central bank's U-turn should be welcomed
Central banks in tight position in case of downturn
Maintaining overweight position to the region
Political and structural changes abound
QE could be back soon
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
Brexit and US-China tensions still to deal with