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.

The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.

Changing company culture

Opportunity set

Tactical opportunities

'Symbolic of a deeper Anglo-Sino economic relationship'

Expect government bond yields to rise