Even though tensions in the Middle East have helped pep up prices of late, the shale revolution has brought down medium-term risks to oil prices and dramatically reduced future price expectations.
How much negativity about leaving the European Union is priced into the current level of sterling?
The new political paradigm has thrown up another populist government in Italy, threatening the European project. Meanwhile in the US, could "Operation Twist Again" come into play as investors stress about ever-flatter yield curves?
Trade tariffs are a major concern for investors. The impact so far has been muted, but the risk of escalation looms. 25% tariffs on all Chinese goods are a credible threat from US President Trump but global auto-tariffs would be a much bigger risk to the US economy, encouraging others to launch a combined response. Find out more in my vlog below.
The long-end of the US yield curve is at its flattest for over a decade, risking distortions in the economy as the Fed raises rates. If this continues, at what point will the central bank get its dancing shoes on and consider Operation 'Twist Again'?
Investors entering retirement may be tempted to look to higher-yielding assets to boost their income. But could this result in greater concentration risk? And might dividends be more stable than equity volatility implies?
What's the link between happiness and wealth? And could it be behind the rise of populism?
With the European Central Bank spelling out monetary policy for the next eighteen months, they could be a victim of developments elsewhere. Against a backdrop of slowing Eurozone growth and lacklustre inflation, the US seems likely to hike several times and increase Treasury supply by over $1 trillion, potentially tightening global credit conditions significantly and leaving Europe exposed.