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Bonds
Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...
30 November 2018
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2 min read
Asia
Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
30 November 2018
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2 min read
US
For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.
30 November 2018
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2 min read
Europe
The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.
30 November 2018
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2 min read