Investors are mostly optimistic and seemingly confident of sizable future gains, in spite of historically unfavourable valuations and a number of other risks that are re-emerging.
Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.
Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.
Recent market setbacks were particularly unsettling for new investors. Andrew Oxlade urges such investors to recognise personal traits that can lead to rash decisions.