US

The golden age of exceptionally low bond volatility is drawing to a close, and investors would be wise to lock in any handsome profits before monetary policy shifts, explains Lombard Odier's Grant Peterkin.

The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.

Abenomics is not the whole picture for investors in Japan - the country's corporates have undergone a slow revolution too, explains AXA Framlington's Chisako Hardie.

Investors calling an end to the US bull market are wrong, says OMGI's Ian Heslop, as overall volatility would have to be far higher to signal an end to the growth momentum that has powered US equities.

Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.

Evaluating risk

Climbing the wall of worry

With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.

US markets closed up last night after the latest round of strong economic data and some better than expected third quarter earnings figures.