Here’s a summary of investment markets for the three months ending 31 December 2018

How might 2019 shape up across the investment landscape? Here’s our take on the key issues to pay attention to.

Markets are struggling. Global growth is slowing. And as attention increasingly turns to the possibility of a recession, it's time to stop pondering when an economic slump will set in, and focus instead on what it may entail.

The Fed increased borrowing costs today for the fourth time this year. Could the central bank pause its quarterly rate-hiking cycle in 2019?

Does the U.S. Treasury yield curve always foretell a recession?

Here is a summary of investment markets for the month of November 2018.

U.S. Federal Reserve tightening, trade wars, China uncertainty, Italy’s budget standoff with the European Commission and Brexit imply that 2018’s volatility should continue into 2019. We believe that 2020 marks the danger zone for a U.S. recession, which gives equity markets some upside in the year ahead. However, late-cycle risks are rising—and monitoring these risks will be critical to avoid buying a dip that turns into a prolonged slide.

At the 2018 G-20 Buenos Aires summit that concluded last weekend in Argentina, U.S. President Donald Trump and Chinese President Xi Jinping agreed not to impose any new tariffs for three months to allow negotiations to continue at the technocrat level.

Many investors still see environment, social and governance (ESG) factors as values-oriented.

The S&P 500® Index is down approximately 3% on the week and approximately 9.5% from its peak on September 20, essentially wiping out gains for the year. But the selloff is concentrated in a few mega-cap tech companies.