US-China relations

Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.

US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.

Redressing balance amid slowing growth and fragile economy

Impact of political turmoil and Brexit

Brexit and currency weakness key factors

US/China and Brexit behind selected calls

Trade relations could impact the world for years

At the start of 2019 there were three main reasons to be bearish.

The most significant consideration for all investors in the US is the actions of its Federal Reserve.

Dovish Fed contributing to forecast