UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
Fears ahead of end of quantitative easing
Bear markets more common than investors think
Worst quarter in several years in Q4
Started in October 2017
QE facilitated transfer of risk
Challenging times as QE era comes to an end
Fell by $4trn since January 2018
Is a recession on the horizon?
Buying opportunities in global stocks
Shorter duration required
Since November 2008
Four-part Big Question special
Lehmans 10th anniversary: How important has quantitative easing been to asset prices and what happens next?
Assessing central banks since Lehmans' collapse
Succession of worries
Focus on monetary policy not politics
Quantitative tightening a risk
Gold prices set to soar
Investment Conundrums: Fiera Capital's CIO François Bourdon on why the next decade will be make or break for eurozone
'Protectionist wave' big risk
'Increased level of fear and uncertainty'
Central bank policy mistake biggest risk