It has been a difficult year for global equities, with volatility caused by factors such as concern about trade wars leaving many of the world's stock markets in retreat.
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
'Eliminating gender equality'
Karsten Bierre warns of dangers of 'picking the winners'
Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.
GLG's Jon Mawby and Andy Li have repositioned their £1bn Strategic Bond fund following the announcement of a €1.1trn quantitative easing programme by the European Central Bank (ECB).