yield curve

Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.

Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.

We expect the Federal Reserve to maintain its gradual tightening as the US economy extends its growth phase, with short-term rates likely to rise at least three more times to reach 2.5% by next year.

Trade wars a key risk

Return of volatility

Yield curve continues to flatten

Concerns about rising rates

Confident China will avoid slowdown

Trump will cause first 'zigzag'