Growth investing

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

The unloved UK market continued to underwhelm in the third quarter, prompting a rethink for some of our model portfolios. 

Where could investors find refuge, as fear grows that US interest rates will rise too quickly and that the October sell-off marks the start of the next crisis? Ceri Jones writes

Markets, especially in the US, still look robust.

Turkey’s crisis and fears of wider emerging markets contagion may be overdone, but the global risks flowing from higher interest rates are very real.

The imposition by the US of hefty tariffs on Chinese goods has sparked an alarming spiral of trade strife that has serious implications for asset allocators.