US

Headwinds expected into Q2

Political risks front and centre of economist's speech

Rethink of asset allocation decisions needed

Hopeful of revival amid geopolitical risks

Having spoken to numerous market participants, we discern a number of areas of current concern.

Market correction becoming more inevitable

China-US tensions escalate again

Launched in April

Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.

Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.