Re-escalation of trade war tensions could feed end-of-cycle concerns
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
Technology and politics among key themes
'Markets will need to get used to this'
Investment Conundrums: Hermes IM's Murray on why emerging market assets will fare best in a 'nasty' recession
US markets still not without dangers
Equity markets are being driven by the fact that bond yields have collapsed.
Can British companies still prosper after Brexit?
Structural and macroeconomic pressures blamed
Greater issues at play in Europe
Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.
Brexit and US-China tensions still to deal with
Experts fear 'tit-for-tat tariffs' could spark financial slump
Headwinds expected into Q2
Market correction becoming more inevitable
China-US tensions escalate again
Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
Impact of political turmoil and Brexit
Trade relations could impact the world for years
Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.
Bear markets more common than investors think
Geopolitical risk still an issue
Best stock picks uncovered
In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.
Strife ahead of Chinese New Year