Chris Dillow

Capital spending is falling in the US as well as the UK, prompting the question: if businesses don't want to invest, why should shareholders?

The opposition's plan to nationalise some monopolistic companies would shrink the number of stable income stocks on the market, and increase equities' exposure to competition

The Bank of England faces a dilemma: what to do when the trend growth rate falls?

UK manufacturers are suffering, next week's numbers could show – and not just because of Brexit

Investors trade equities much more than can be rationally explained

A Labour government would not necessarily cause sterling to fall.

We cannot rely upon past correlation to help us manage risk – which is one reason why all investors should hold some cash

Low bond yields point to low returns on emerging markets

Wage growth has stopped rising – in part, because there is much more slack in the labour market than unemployment figures suggest

Next week's numbers could show that UK GDP expanded nicely in the third quarter – but this will overstate the health of the economy

Next week's figures could show that the UK is close to recession, but that activity in the eurozone is stabilising

US profit rates have been in long-term decline – which is a big reason for slower growth, and to worry about recession

Next year could see tighter monetary policy and looser fiscal policy. This affects all asset classes

Equity investors should take no comfort from cuts in US interest rates. A much better hope for rising prices would be that the US escapes recession