unemployment

'Increased level of fear and uncertainty'

Elevated chance of a sell-off

Ed Smith, head of asset allocation research at Rathbones, takes a look at the breakdown of the 'Phillips curve' relationship.

Rising rate environment

We think there is scope for equities to keep climbing from here, and it is all down to the longevity of the business cycle, writes Luca Paolini, chief strategist at Pictet Asset Management.

Hints at more hawkish tone