Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.
Follows UK investors' heavy weighting towards UK assets
The themes and markets best placed to benefit from tech boom
Four-part Big Question special
Our interview series continues
The global financial crisis, and the related policy response, is drawing to a close. We are currently enjoying a short period of synchronised global growth and improving trade.
Shocks could be caused by end of QE, global debt or populism