monetary policy

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

Rethink of asset allocation decisions needed