The impact of Hurricane Harvey on energy commodities is seen as limited, but more weather disruptions are likely, and investors expect long-term oil price gains.
Emerging-market equities will build on big recent gains, despite concerns over China, argue investment specialists at Pictet Asset Management and Societe Generale.
If the US president were to resign or be impeached, the consequent impact on his planned tax cuts is seen a major risk for equity portfolios.
Investment consultant firms are seeking to advise asset owners over investments, putting them at risk of accusations of conflicts of interest with their traditional advisory roles.
Political risks continue to fuel Asian aversion to eurozone bonds, especially on the periphery, but some interest is returning. These investors should be wary of possible ECB tapering.
It may be time to book profit in mainland equities amid slowing economic momentum and tighter liquidity conditions, despite MSCI's decision to include A shares in its EM indexes.