For much of 2015, and the early part of 2016, I only had to check the direction of the oil price and the Shanghai Composite to work out how good - or bad - the day ahead would be.
'Disappointing' seems to be the most common epithet attached to the word 'growth'. This is as true for the US as it is many other developed and developing economies.
In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.
London particularly vulnerable
Latest Lloyds Private Banking survey
Sweden, Japan and Switzerland all imposed negative rates