Complacency has set in that a big Chinese credit break can be avoided indefinitely

Growth stocks and companies with strong balance sheets remain in favour

If we believe the markets, growth is being driven by China, not the US

The longer a conflict lasts, the heavier the toll on GDP growth

Risk of overcrowding remains while spectre of ‘tail risk’ has not gone away

While many favour European shares over Wall St, the euro’s strength has become an issue

Outlook of expensive stocks and bonds contrasts with an ever angrier populace

Fundamentals will hold sway after short-term bets on domestic politics

This hugely difficult task may mean the continent has come as far as it can for now

Rob Arnott and Clifford Asness clash publicly over the role of ‘factor’ investing

That US equities have not given back any Trump trade gains leaves a vulnerability

There are signs central banks are becoming concerned about low volatility and high asset prices

Bond sell-off sequel does not match the high-octane action of its 2013 predecessor

The division with developed markets is fraying as quality of oversight takes precedence

US central bank sticks to view that inflation will quicken as bond market scepticism intensifies

Central bank support for bonds, better looking banks and a rosier economy lift mood

Rally in government bonds and a pound that can’t break higher underline market fears

The response to the crisis almost a decade ago is still the key driver of markets

Investors shouldn’t take their eyes off China as the 19th Party Congress looms

Complacency is dangerous but the current market status quo could have further to run

Oil sensitive to Chinese worries and deleveraging presents broader threat

Optimism is dwindling but the belief remains the president will not harm progress

Why value stocks look good even when inflation expectations falter

Remedies to prevent repeat of 2008 financial crisis have not been seen to be applied

Low market volatility and slumbering bond yields lead the list