This week's economic data is expected to show improvements in global momentum. In the UK, with the election two weeks away, the Conservatives' lead in the polls continues.
This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.
Thanksgiving on Thursday and Black Friday truncate the coming week and could add to volatility. We have US consumer confidence data to watch out for – and a speech from the Fed's Jerome Powell.
What next for US-China trade talks? And while UK data continues to reflect uncertainty, in Europe there are positive signs of stabilisation.
This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.
US equities continue to climb. Emerging market stocks and currencies slip back as Hong Kong disruption intensifies. In politics, major televised debates are held this week in both the UK and US.
Many long-term foundations spend just 3%-4% of their assets each year in support of its chosen cause. So what good is the other 96%-97% of the money achieving?
The UK economy continues to flag. The eurozone fares better as Germany avoids recession, and in China the authorities look increasingly likely to intervene further to support growth.