We think that equities in the euro-zone will be caught in the crossfire of a stock market sell-off in the US next year, as the economy there slows. Our forecast is for the S&P 500 to fall by 14% in...

We expect the stock market in Japan to come under more fire in 2019, as equity prices tumble in the US; the yen strengthens; and the Trump administration continues to exert pressure on China. Our...

We think that the global economy will slow in 2019 and take a toll on equities generally. If history is any guide, Swiss stocks will not be spared. But two factors suggest that they will hold up...

The big rise in the real yields of US Treasury Inflation Protected Securities (TIPS) over the past year or so is a logical response to tighter Fed policy than investors were expecting. But it is...