In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.
Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.
In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.