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
QE could be back soon
Positioning for a global bear market
Have economic cycles fundamentally changed?
US/China and Brexit behind selected calls
Started in October 2017
US rates heading below 0%
Demand for asset class will likely increase
Next year's general election set to dominate market discussion
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Brexit fears at home and away
Over the past few months, we have become more positive on US Treasuries.
OBR windfall spent immediately
Key announcements on UK growth, Brexit and tax
Tit-for-tat rhetoric doing little to ease tensions within bloc
Two scenarios outlined
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.