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Japanese stocks are about as cheap on a price to 12-month forward EPS ratio as they have been in many years and are cheaper than many of their global peers.

While surveys suggest the UK consumer is reasonably confident about their personal finances, we are less convinced.

After the S&P 500 index's 10% rally from the beginning of May to the end of August in dollar terms, investors have begun to question whether further gains are possible by year end.

For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...

Fixed income investors could face a challenging end to the year, as the combination of shrinking central bank balance sheets and still solid growth data could be a headwind for bonds.

Is the longest post-war equity bull run coming to end? Perhaps not entirely but global stockmarkets are certainly showing signs of fragility in a number of sectors.

A rapidly growing area of the financial industry

Expect government bond yields to rise

Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).

US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".